Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-33,222
Closed -$408K 2051
2024
Q3
$408K Buy
33,222
+20,368
+158% +$250K ﹤0.01% 1149
2024
Q2
$190K Sell
12,854
-18,561
-59% -$274K ﹤0.01% 1390
2024
Q1
$599K Sell
31,415
-120,904
-79% -$2.3M ﹤0.01% 727
2023
Q4
$2.61M Buy
152,319
+137,174
+906% +$2.35M ﹤0.01% 329
2023
Q3
$196K Sell
15,145
-49,919
-77% -$644K ﹤0.01% 1175
2023
Q2
$1.06M Buy
+65,064
New +$1.06M 0.03% 417