Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,466
Closed -$172K 1301
2024
Q3
$172K Sell
10,466
-5,768
-36% -$94.5K ﹤0.01% 1210
2024
Q2
$266K Sell
16,234
-8,903
-35% -$146K ﹤0.01% 1053
2024
Q1
$624K Buy
25,137
+7,110
+39% +$176K 0.01% 724
2023
Q4
$417K Sell
18,027
-9,797
-35% -$227K 0.01% 813
2023
Q3
$887K Sell
27,824
-1,015
-4% -$32.4K 0.02% 547
2023
Q2
$895K Sell
28,839
-6,530
-18% -$203K 0.02% 581
2023
Q1
$1.04M Buy
+35,369
New +$1.04M 0.02% 526