Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,731
Closed -$112K 1400
2024
Q3
$112K Sell
3,731
-2,801
-43% -$84.1K 0.01% 953
2024
Q2
$216K Sell
6,532
-641
-9% -$21.2K 0.02% 729
2024
Q1
$257K Hold
7,173
0.02% 657
2023
Q4
$209K Sell
7,173
-59
-0.8% -$1.72K 0.02% 710
2023
Q3
$257K Buy
+7,232
New +$257K 0.03% 604