Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,357
Closed -$239K 410
2024
Q3
$239K Sell
8,357
-4,877
-37% -$140K 0.01% 296
2024
Q2
$299K Sell
13,234
-6,960
-34% -$157K 0.01% 273
2024
Q1
$456K Buy
+20,194
New +$456K 0.01% 225
2022
Q4
Sell
-20,802
Closed -$424K 318
2022
Q3
$424K Buy
+20,802
New +$424K 0.02% 216