Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-16,010
Closed -$502K 207
2024
Q2
$502K Buy
16,010
+5,213
+48% +$163K 0.02% 151
2024
Q1
$388K Buy
10,797
+2,711
+34% +$97.4K 0.02% 170
2023
Q4
$276K Hold
8,086
0.01% 197
2023
Q3
$256K Buy
+8,086
New +$256K 0.01% 181