Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-49,322
Closed -$70K 641
2024
Q2
$70K Buy
+49,322
New +$70K ﹤0.01% 540
2024
Q1
Sell
-71,717
Closed -$249K 576
2023
Q4
$249K Buy
71,717
+58,016
+423% +$201K ﹤0.01% 450
2023
Q3
$43K Buy
+13,701
New +$43K ﹤0.01% 578