Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-897
Closed -$201K 563
2024
Q2
$201K Sell
897
-149
-14% -$33.4K ﹤0.01% 531
2024
Q1
$268K Sell
1,046
-46
-4% -$11.8K ﹤0.01% 477
2023
Q4
$248K Buy
+1,092
New +$248K ﹤0.01% 471