Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-34,499
Closed -$131K 1833
2024
Q3
$131K Sell
34,499
-4,528
-12% -$17.2K ﹤0.01% 1982
2024
Q2
$139K Buy
39,027
+15,722
+67% +$55.8K ﹤0.01% 1886
2024
Q1
$73.2K Buy
23,305
+4,296
+23% +$13.5K ﹤0.01% 1829
2023
Q4
$64.1K Sell
19,009
-490
-3% -$1.65K ﹤0.01% 1746
2023
Q3
$69K Buy
19,499
+6,311
+48% +$22.3K ﹤0.01% 1691
2023
Q2
$45.2K Buy
+13,188
New +$45.2K ﹤0.01% 1717