Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-79,217
Closed -$328K 1529
2024
Q3
$328K Buy
79,217
+27,650
+54% +$114K ﹤0.01% 1282
2024
Q2
$126K Sell
51,567
-7,259
-12% -$17.8K ﹤0.01% 1424
2024
Q1
$148K Sell
58,826
-100,357
-63% -$252K ﹤0.01% 1236
2023
Q4
$570K Buy
159,183
+63,585
+67% +$228K ﹤0.01% 853
2023
Q3
$323K Buy
95,598
+39,234
+70% +$133K ﹤0.01% 963
2023
Q2
$225K Buy
+56,364
New +$225K 0.01% 995