Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-449,984
Closed -$792K 2116
2024
Q3
$792K Buy
449,984
+119,891
+36% +$211K ﹤0.01% 787
2024
Q2
$548K Buy
330,093
+23,900
+8% +$39.7K ﹤0.01% 924
2024
Q1
$756K Buy
306,193
+164,405
+116% +$406K ﹤0.01% 626
2023
Q4
$326K Buy
141,788
+11,958
+9% +$27.5K ﹤0.01% 1096
2023
Q3
$310K Sell
129,830
-54,406
-30% -$130K ﹤0.01% 987
2023
Q2
$287K Buy
+184,236
New +$287K 0.01% 913