Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
1348
2024
Q3
Sell
-27,228
Closed -$286K 1756
2024
Q2
$286K Sell
27,228
-7,586
-22% -$79.7K ﹤0.01% 1218
2024
Q1
$395K Sell
34,814
-18,003
-34% -$204K ﹤0.01% 904
2023
Q4
$779K Sell
52,817
-1,514
-3% -$22.3K ﹤0.01% 711
2023
Q3
$811K Buy
54,331
+32,343
+147% +$483K ﹤0.01% 586
2023
Q2
$369K Buy
+21,988
New +$369K 0.01% 785