Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-141,003
Closed -$1M 368
2024
Q2
$1M Buy
141,003
+116,259
+470% +$825K 0.03% 207
2024
Q1
$222K Buy
24,744
+9,110
+58% +$81.6K 0.01% 248
2023
Q4
$170K Buy
+15,634
New +$170K 0.01% 191