Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-37,015
Closed -$122K 1659
2024
Q3
$122K Sell
37,015
-75,138
-67% -$248K ﹤0.01% 1560
2024
Q2
$396K Buy
112,153
+48,156
+75% +$170K ﹤0.01% 1072
2024
Q1
$501K Sell
63,997
-9,091
-12% -$71.2K ﹤0.01% 805
2023
Q4
$759K Sell
73,088
-20,287
-22% -$211K ﹤0.01% 724
2023
Q3
$1.14M Buy
+93,375
New +$1.14M ﹤0.01% 473