Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-61,613
Closed -$280K 1600
2024
Q3
$280K Sell
61,613
-25,190
-29% -$114K ﹤0.01% 1365
2024
Q2
$368K Buy
86,803
+46,943
+118% +$199K ﹤0.01% 1103
2024
Q1
$132K Sell
39,860
-46,904
-54% -$155K ﹤0.01% 1247
2023
Q4
$183K Buy
86,764
+1,610
+2% +$3.4K ﹤0.01% 1342
2023
Q3
$181K Buy
85,154
+32,272
+61% +$68.4K ﹤0.01% 1185
2023
Q2
$170K Buy
+52,882
New +$170K 0.01% 1065