Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-79,341
Closed -$495K 2048
2024
Q2
$495K Buy
79,341
+38,452
+94% +$240K 0.01% 1133
2024
Q1
$245K Sell
40,889
-31,891
-44% -$191K 0.01% 1551
2023
Q4
$557K Buy
+72,780
New +$557K 0.02% 993