Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,092
Closed -$192K 1259
2024
Q3
$192K Buy
17,092
+347
+2% +$3.89K ﹤0.01% 1531
2024
Q2
$215K Sell
16,745
-47,272
-74% -$606K ﹤0.01% 1346
2024
Q1
$1M Sell
64,017
-65,965
-51% -$1.03M ﹤0.01% 530
2023
Q4
$2.14M Buy
129,982
+117,114
+910% +$1.93M ﹤0.01% 373
2023
Q3
$155K Buy
+12,868
New +$155K ﹤0.01% 1199