Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-29,034
Closed -$104K 1797
2024
Q3
$104K Sell
29,034
-5,059
-15% -$18.1K ﹤0.01% 1571
2024
Q2
$187K Sell
34,093
-28,323
-45% -$155K ﹤0.01% 1393
2024
Q1
$422K Buy
62,416
+20,250
+48% +$137K ﹤0.01% 873
2023
Q4
$258K Buy
42,166
+24,115
+134% +$148K ﹤0.01% 1208
2023
Q3
$130K Buy
+18,051
New +$130K ﹤0.01% 1217