Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,550
Closed -$411K 1355
2024
Q3
$411K Sell
12,550
-189
-1% -$6.19K ﹤0.01% 1146
2024
Q2
$337K Sell
12,739
-13,150
-51% -$348K ﹤0.01% 1147
2024
Q1
$733K Sell
25,889
-6,541
-20% -$185K ﹤0.01% 642
2023
Q4
$831K Buy
32,430
+15,328
+90% +$393K ﹤0.01% 677
2023
Q3
$414K Buy
17,102
+3,723
+28% +$90.1K ﹤0.01% 866
2023
Q2
$393K Buy
+13,379
New +$393K 0.01% 762