Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-24,372
Closed -$1.44M 792
2024
Q2
$1.44M Buy
24,372
+10,477
+75% +$618K 0.01% 506
2024
Q1
$955K Buy
13,895
+12,165
+703% +$836K 0.01% 552
2023
Q4
$140K Buy
1,730
+830
+92% +$67.3K ﹤0.01% 605
2023
Q3
$58.1K Hold
900
﹤0.01% 689
2023
Q2
$76.1K Buy
+900
New +$76.1K ﹤0.01% 641