Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-339
Closed -$42K 1894
2024
Q2
$42K Buy
+339
New +$42K 0.01% 736
2023
Q2
Sell
-8,462
Closed -$900K 1219
2023
Q1
$900K Buy
8,462
+5,494
+185% +$585K 0.2% 43
2022
Q4
$329K Buy
+2,968
New +$329K 0.07% 31