Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$529K Buy
9,183
+4,183
+84% +$241K ﹤0.01% 3064
2024
Q2
$207K Hold
5,000
﹤0.01% 3549
2024
Q1
$224K Hold
5,000
﹤0.01% 3529
2023
Q4
$216K Buy
+5,000
New +$216K ﹤0.01% 3451
2022
Q3
Sell
-11,997
Closed -$287K 3952
2022
Q2
$287K Buy
+11,997
New +$287K ﹤0.01% 3248