Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-45,000
Closed -$149K 121
2024
Q3
$149K Buy
+45,000
New +$149K 0.02% 116
2024
Q2
Sell
-30,000
Closed -$235K 126
2024
Q1
$235K Buy
30,000
+10,000
+50% +$78.3K 0.04% 111
2023
Q4
$208K Buy
+20,000
New +$208K 0.04% 117