Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,002
Closed -$106K 1575
2024
Q3
$106K Sell
14,002
-71,061
-84% -$538K ﹤0.01% 1568
2024
Q2
$627K Buy
85,063
+25,487
+43% +$188K ﹤0.01% 856
2024
Q1
$773K Sell
59,576
-4,198
-7% -$54.4K ﹤0.01% 614
2023
Q4
$1.14M Buy
63,774
+8,314
+15% +$148K ﹤0.01% 564
2023
Q3
$1.06M Buy
+55,460
New +$1.06M ﹤0.01% 494