Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,971
Closed -$160K 962
2024
Q3
$160K Buy
13,971
+1,476
+12% +$16.9K ﹤0.01% 771
2024
Q2
$125K Buy
12,495
+1,624
+15% +$16.2K ﹤0.01% 716
2024
Q1
$128K Sell
10,871
-238
-2% -$2.8K ﹤0.01% 704
2023
Q4
$127K Sell
11,109
-157
-1% -$1.8K ﹤0.01% 650
2023
Q3
$129K Buy
11,266
+419
+4% +$4.81K ﹤0.01% 568
2023
Q2
$126K Buy
+10,847
New +$126K ﹤0.01% 573