Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-17,545
Closed -$904K 1634
2024
Q3
$904K Buy
17,545
+6,207
+55% +$320K ﹤0.01% 706
2024
Q2
$564K Buy
11,338
+3,784
+50% +$188K ﹤0.01% 908
2024
Q1
$441K Buy
+7,554
New +$441K ﹤0.01% 856
2023
Q4
Hold
0
1747
2023
Q3
Sell
-13,506
Closed -$690K 1623
2023
Q2
$690K Buy
+13,506
New +$690K 0.02% 549