Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,076
Closed -$114K 409
2024
Q3
$114K Sell
10,076
-3,816
-27% -$43.2K 0.01% 372
2024
Q2
$136K Buy
13,892
+1,971
+17% +$19.3K 0.01% 343
2024
Q1
$113K Buy
+11,921
New +$113K 0.01% 355
2023
Q3
Sell
-10,724
Closed -$107K 378
2023
Q2
$107K Buy
+10,724
New +$107K 0.01% 343