Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,096
Closed -$250K 1823
2024
Q2
$250K Sell
3,096
-1,330
-30% -$107K 0.01% 1452
2024
Q1
$336K Buy
4,426
+719
+19% +$54.6K 0.01% 1386
2023
Q4
$258K Buy
3,707
+398
+12% +$27.7K 0.01% 1415
2023
Q3
$228K Buy
+3,309
New +$228K 0.01% 1444