Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7
Closed -$462 1975
2024
Q3
$462 Sell
7
-3,747
-100% -$247K ﹤0.01% 1759
2024
Q2
$204K Buy
+3,754
New +$204K ﹤0.01% 763
2023
Q2
Sell
-61,752
Closed -$2.98M 1761
2023
Q1
$2.98M Buy
+61,752
New +$2.98M 0.03% 265