Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,500
Closed -$99.2K 91
2024
Q2
$99.2K Sell
7,500
-2,871
-28% -$38K 0.12% 73
2024
Q1
$148K Sell
10,371
-9,629
-48% -$138K 0.14% 75
2023
Q4
$214K Buy
+20,000
New +$214K 0.15% 74