Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,162
Closed -$240K 904
2024
Q2
$240K Buy
4,162
+807
+24% +$46.4K 0.01% 547
2024
Q1
$309K Sell
3,355
-1,500
-31% -$138K 0.04% 304
2023
Q4
$306K Buy
+4,855
New +$306K 0.04% 304