Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-94,849
Closed -$356K 1977
2024
Q2
$356K Buy
94,849
+22,667
+31% +$85K 0.01% 1297
2024
Q1
$391K Buy
72,182
+22,450
+45% +$122K 0.01% 1307
2023
Q4
$307K Buy
49,732
+30,386
+157% +$187K 0.01% 1321
2023
Q3
$100K Buy
+19,346
New +$100K ﹤0.01% 1673