Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,017
Closed -$108K 1557
2024
Q2
$108K Sell
10,017
-2,038
-17% -$21.9K ﹤0.01% 1350
2024
Q1
$148K Buy
12,055
+1,966
+19% +$24.1K ﹤0.01% 1251
2023
Q4
$150K Sell
10,089
-16,307
-62% -$242K ﹤0.01% 1249
2023
Q3
$300K Buy
+26,396
New +$300K 0.01% 906