Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-201,290
Closed -$692K 1313
2024
Q3
$692K Buy
201,290
+135,365
+205% +$466K 0.01% 646
2024
Q2
$264K Buy
65,925
+4,618
+8% +$18.5K ﹤0.01% 1091
2024
Q1
$476K Buy
61,307
+46,545
+315% +$362K 0.01% 727
2023
Q4
$143K Sell
14,762
-16,019
-52% -$155K ﹤0.01% 1042
2023
Q3
$264K Buy
30,781
+5,606
+22% +$48.2K 0.01% 808
2023
Q2
$345K Buy
+25,175
New +$345K 0.01% 692