Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-75,437
Closed -$866K 2408
2024
Q3
$866K Sell
75,437
-2,403
-3% -$27.6K ﹤0.01% 1448
2024
Q2
$778K Sell
77,840
-47,780
-38% -$477K ﹤0.01% 1454
2024
Q1
$1.48M Buy
125,620
+52,432
+72% +$617K 0.01% 1052
2023
Q4
$837K Buy
+73,188
New +$837K ﹤0.01% 1171