Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,500
Closed -$114K 486
2024
Q2
$114K Sell
13,500
-124,545
-90% -$1.05M ﹤0.01% 290
2024
Q1
$966K Sell
138,045
-22,705
-14% -$159K 0.03% 187
2023
Q4
$1.16M Buy
+160,750
New +$1.16M 0.05% 143