Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Hold
0
122
2024
Q2
Sell
-33,762
Closed -$152K 135
2024
Q1
$152K Sell
33,762
-38,095
-53% -$171K ﹤0.01% 89
2023
Q4
$652K Hold
71,857
0.01% 71
2023
Q3
$650K Buy
+71,857
New +$650K 0.02% 110