Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-98,552
Closed -$140K 1582
2024
Q3
$140K Sell
98,552
-11,519
-10% -$16.4K ﹤0.01% 1556
2024
Q2
$136K Sell
110,071
-69,113
-39% -$85.7K ﹤0.01% 1419
2024
Q1
$283K Buy
+179,184
New +$283K ﹤0.01% 1047
2023
Q4
Sell
-18,460
Closed -$49.3K 1724
2023
Q3
$49.3K Buy
+18,460
New +$49.3K ﹤0.01% 1270