Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,266
Closed -$172K 590
2024
Q3
$172K Sell
18,266
-16,848
-48% -$158K 0.01% 590
2024
Q2
$352K Sell
35,114
-2,309
-6% -$23.1K 0.01% 486
2024
Q1
$448K Sell
37,423
-407,454
-92% -$4.87M 0.02% 458
2023
Q4
$5.53M Buy
+444,877
New +$5.53M 0.23% 112