Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-29,719
Closed -$348K 1185
2024
Q3
$348K Sell
29,719
-1,628
-5% -$19.1K ﹤0.01% 1010
2024
Q2
$434K Hold
31,347
﹤0.01% 898
2024
Q1
$560K Sell
31,347
-151
-0.5% -$2.7K ﹤0.01% 817
2023
Q4
$554K Buy
31,498
+538
+2% +$9.46K ﹤0.01% 813
2023
Q3
$450K Sell
30,960
-1,149
-4% -$16.7K ﹤0.01% 829
2023
Q2
$585K Buy
32,109
+849
+3% +$15.5K ﹤0.01% 752
2023
Q1
$754K Buy
31,260
+673
+2% +$16.2K 0.01% 648
2022
Q4
$492K Buy
30,587
+2,484
+9% +$39.9K ﹤0.01% 809
2022
Q3
$373K Buy
28,103
+14,279
+103% +$190K ﹤0.01% 873
2022
Q2
$297K Buy
+13,824
New +$297K ﹤0.01% 949