Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,376
Closed -$260K 2153
2024
Q3
$260K Sell
10,376
-9,849
-49% -$246K ﹤0.01% 1399
2024
Q2
$463K Sell
20,225
-6,047
-23% -$138K ﹤0.01% 995
2024
Q1
$645K Sell
26,272
-10,028
-28% -$246K ﹤0.01% 699
2023
Q4
$893K Buy
36,300
+8,974
+33% +$221K ﹤0.01% 644
2023
Q3
$628K Buy
+27,326
New +$628K ﹤0.01% 681