Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-34,254
Closed -$703K 1688
2024
Q3
$703K Buy
34,254
+1,461
+4% +$30K ﹤0.01% 853
2024
Q2
$550K Buy
32,793
+15,333
+88% +$257K ﹤0.01% 921
2024
Q1
$282K Buy
+17,460
New +$282K ﹤0.01% 1048
2023
Q4
Sell
-56,500
Closed -$1.09M 1782
2023
Q3
$1.09M Buy
+56,500
New +$1.09M ﹤0.01% 490