Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,377
Closed -$244K 1693
2024
Q3
$244K Sell
14,377
-8,429
-37% -$143K ﹤0.01% 1433
2024
Q2
$416K Sell
22,806
-18,650
-45% -$340K ﹤0.01% 1044
2024
Q1
$896K Sell
41,456
-2,742
-6% -$59.3K ﹤0.01% 562
2023
Q4
$983K Buy
44,198
+5,531
+14% +$123K ﹤0.01% 611
2023
Q3
$1.18M Sell
38,667
-2,513
-6% -$76.5K ﹤0.01% 466
2023
Q2
$1.54M Buy
+41,180
New +$1.54M 0.05% 319