Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,676
Closed -$572K 1991
2024
Q3
$572K Sell
5,676
-545
-9% -$55K ﹤0.01% 1413
2024
Q2
$659K Buy
6,221
+3,638
+141% +$385K ﹤0.01% 1269
2024
Q1
$363K Buy
2,583
+295
+13% +$41.5K ﹤0.01% 1467
2023
Q4
$279K Buy
+2,288
New +$279K ﹤0.01% 1500
2019
Q2
Sell
-175
Closed -$21K 1386
2019
Q1
$21K Buy
175
+4
+2% +$480 ﹤0.01% 1009
2018
Q4
$16K Buy
+171
New +$16K ﹤0.01% 760