Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,260
Closed -$352K 1547
2024
Q3
$352K Buy
+12,260
New +$352K ﹤0.01% 1245
2024
Q2
Hold
0
1731
2024
Q1
Sell
-22,370
Closed -$1.76M 1648
2023
Q4
$1.76M Buy
22,370
+19,111
+586% +$1.5M ﹤0.01% 423
2023
Q3
$210K Sell
3,259
-3,843
-54% -$247K ﹤0.01% 1158
2023
Q2
$586K Buy
+7,102
New +$586K 0.02% 597