Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-13,171
Closed -$117K 3321
2024
Q2
$117K Sell
13,171
-10,088
-43% -$89.9K ﹤0.01% 2926
2024
Q1
$271K Sell
23,259
-2,414
-9% -$28.1K ﹤0.01% 2524
2023
Q4
$266K Buy
+25,673
New +$266K ﹤0.01% 2450