Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-25,838
Closed -$183K 764
2024
Q3
$183K Buy
25,838
+43
+0.2% +$305 0.04% 572
2024
Q2
$28.4K Buy
25,795
+13,260
+106% +$14.6K 0.01% 565
2024
Q1
$19.6K Buy
+12,535
New +$19.6K 0.01% 569
2023
Q2
Sell
-18,343
Closed -$48.6K 542
2023
Q1
$48.6K Buy
+18,343
New +$48.6K 0.02% 409