Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,782
Closed -$73K 1198
2024
Q2
$73K Hold
5,782
﹤0.01% 1082
2024
Q1
$131K Sell
5,782
-4,000
-41% -$90.6K ﹤0.01% 1061
2023
Q4
$243K Sell
9,782
-109
-1% -$2.71K 0.01% 923
2023
Q3
$169K Hold
9,891
0.01% 1037
2023
Q2
$164K Buy
+9,891
New +$164K 0.01% 880