Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-42,527
Closed -$104K 1462
2024
Q2
$104K Sell
42,527
-65,133
-60% -$160K ﹤0.01% 1352
2024
Q1
$270K Buy
107,660
+42,803
+66% +$107K 0.01% 1089
2023
Q4
$232K Sell
64,857
-49,587
-43% -$178K 0.01% 1143
2023
Q3
$387K Buy
+114,444
New +$387K 0.01% 788