Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-74,863
Closed -$401K 1980
2024
Q3
$401K Buy
74,863
+42,538
+132% +$228K ﹤0.01% 1163
2024
Q2
$179K Sell
32,325
-81,149
-72% -$450K ﹤0.01% 1399
2024
Q1
$917K Buy
113,474
+81,971
+260% +$662K ﹤0.01% 553
2023
Q4
$141K Buy
+31,503
New +$141K ﹤0.01% 1362
2023
Q3
Hold
0
1831