Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,052
Closed -$8K 1961
2024
Q2
$8K Sell
12,052
-418
-3% -$277 ﹤0.01% 1153
2024
Q1
$15K Buy
12,470
+1,731
+16% +$2.08K ﹤0.01% 1211
2023
Q4
$22K Buy
+10,739
New +$22K ﹤0.01% 1311
2023
Q3
Sell
-32,741
Closed -$141K 1992
2023
Q2
$141K Buy
+32,741
New +$141K 0.01% 928
2022
Q2
Sell
-16,793
Closed -$77K 2160
2022
Q1
$77K Buy
+16,793
New +$77K 0.01% 1034