Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-73,753
Closed -$2.07M 1040
2024
Q2
$2.07M Sell
73,753
-1,947
-3% -$54.7K 0.01% 391
2024
Q1
$2.43M Buy
75,700
+31,477
+71% +$1.01M 0.01% 400
2023
Q4
$1.92M Buy
+44,223
New +$1.92M 0.01% 403
2023
Q3
Sell
-8,215
Closed -$316K 1065
2023
Q2
$316K Buy
+8,215
New +$316K ﹤0.01% 684