Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,378
Closed -$347K 1551
2024
Q3
$347K Sell
10,378
-14,845
-59% -$496K ﹤0.01% 1253
2024
Q2
$744K Sell
25,223
-20,634
-45% -$608K ﹤0.01% 772
2024
Q1
$1.31M Sell
45,857
-25,095
-35% -$718K ﹤0.01% 465
2023
Q4
$1.63M Buy
70,952
+36,819
+108% +$845K ﹤0.01% 448
2023
Q3
$694K Buy
34,133
+6,639
+24% +$135K ﹤0.01% 636
2023
Q2
$573K Buy
+27,494
New +$573K 0.02% 608