Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-20,965
Closed -$292K 2148
2024
Q2
$292K Sell
20,965
-5,690
-21% -$79.3K 0.01% 1384
2024
Q1
$291K Buy
26,655
+2,555
+11% +$27.9K 0.01% 1460
2023
Q4
$290K Buy
+24,100
New +$290K 0.01% 1354