Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,300
Closed -$200K 1717
2024
Q3
$200K Buy
+7,300
New +$200K ﹤0.01% 1466
2024
Q2
Sell
-13,869
Closed -$372K 1879
2024
Q1
$372K Buy
13,869
+5,069
+58% +$136K 0.01% 1329
2023
Q4
$201K Buy
+8,800
New +$201K 0.01% 1560