Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-37
Closed -$968 1640
2024
Q2
$968 Buy
+37
New +$968 ﹤0.01% 908
2023
Q3
Sell
-11,662
Closed -$264K 1722
2023
Q2
$264K Buy
+11,662
New +$264K ﹤0.01% 510
2023
Q1
Hold
0
1891
2022
Q4
Hold
0
1964
2022
Q3
Sell
-11,662
Closed -$264K 2351
2022
Q2
$264K Buy
+11,662
New +$264K ﹤0.01% 1263