Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,545
Closed -$255K 1653
2024
Q3
$255K Buy
+14,545
New +$255K 0.01% 1175
2024
Q2
Sell
-31,328
Closed -$642K 1806
2024
Q1
$642K Buy
31,328
+9,246
+42% +$190K 0.02% 600
2023
Q4
$450K Sell
22,082
-3,420
-13% -$69.8K 0.01% 622
2023
Q3
$661K Buy
+25,502
New +$661K 0.01% 482