Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-46,984
Closed -$539K 922
2024
Q3
$539K Buy
46,984
+33,219
+241% +$381K 0.02% 538
2024
Q2
$138K Sell
13,765
-3,837
-22% -$38.3K ﹤0.01% 789
2024
Q1
$207K Sell
17,602
-7,903
-31% -$93K 0.01% 735
2023
Q4
$292K Buy
+25,505
New +$292K 0.01% 604
2022
Q4
Sell
-27,462
Closed -$247K 758
2022
Q3
$247K Buy
+27,462
New +$247K 0.01% 604