Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,999
Closed -$207K 1838
2024
Q3
$207K Sell
11,999
-4,156
-26% -$71.6K ﹤0.01% 1286
2024
Q2
$231K Buy
+16,155
New +$231K ﹤0.01% 1157
2023
Q4
Sell
-11,030
Closed -$164K 1643
2023
Q3
$164K Buy
+11,030
New +$164K ﹤0.01% 973