Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,593
Closed -$74K 1458
2024
Q2
$74K Sell
12,593
-1,496
-11% -$8.8K ﹤0.01% 1370
2024
Q1
$94.8K Sell
14,089
-4,136
-23% -$27.8K ﹤0.01% 1288
2023
Q4
$143K Buy
+18,225
New +$143K ﹤0.01% 1254