Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,459
Closed -$101K 731
2024
Q2
$101K Buy
12,459
+1,841
+17% +$15K 0.01% 702
2024
Q1
$85.7K Sell
10,618
-1,902
-15% -$15.3K 0.01% 705
2023
Q4
$68.7K Buy
+12,520
New +$68.7K 0.01% 670