Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-23,848
Closed -$163K 2694
2024
Q3
$163K Sell
23,848
-23,759
-50% -$163K ﹤0.01% 2399
2024
Q2
$254K Hold
47,607
﹤0.01% 2225
2024
Q1
$237K Buy
47,607
+13,955
+41% +$69.5K ﹤0.01% 2161
2023
Q4
$234K Buy
+33,652
New +$234K ﹤0.01% 2008