Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-20,275
Closed -$259K 1789
2024
Q3
$259K Buy
+20,275
New +$259K ﹤0.01% 1401
2024
Q2
Hold
0
1865
2024
Q1
Sell
-42,784
Closed -$641K 1798
2023
Q4
$641K Buy
42,784
+9,020
+27% +$135K ﹤0.01% 804
2023
Q3
$356K Buy
+33,764
New +$356K ﹤0.01% 920