Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-33,751
Closed -$236K 1860
2024
Q3
$236K Sell
33,751
-150
-0.4% -$1.05K ﹤0.01% 859
2024
Q2
$753K Buy
33,901
+18,799
+124% +$418K ﹤0.01% 689
2024
Q1
$661K Buy
15,102
+12,916
+591% +$565K ﹤0.01% 706
2023
Q4
$170K Hold
2,186
﹤0.01% 877
2023
Q3
$185K Buy
+2,186
New +$185K ﹤0.01% 844