Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Hold
0
2163
2024
Q3
Sell
-14,830
Closed -$159K 2200
2024
Q2
$159K Sell
14,830
-6,002
-29% -$64.5K ﹤0.01% 1406
2024
Q1
$255K Buy
20,832
+2,289
+12% +$28.1K ﹤0.01% 1099
2023
Q4
$276K Buy
+18,543
New +$276K ﹤0.01% 1172
2023
Q3
Hold
0
1940