Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,000
Closed -$149K 174
2024
Q3
$149K Hold
13,000
0.03% 161
2024
Q2
$130K Sell
13,000
-11,130
-46% -$111K 0.03% 159
2024
Q1
$284K Buy
24,130
+2,518
+12% +$29.6K 0.06% 147
2023
Q4
$247K Hold
21,612
0.06% 144
2023
Q3
$248K Buy
21,612
+1,656
+8% +$19K 0.07% 146
2023
Q2
$232K Buy
+19,956
New +$232K 0.06% 152