Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-39,488
Closed -$453K 1675
2024
Q3
$453K Buy
39,488
+12,752
+48% +$146K 0.01% 1000
2024
Q2
$267K Sell
26,736
-1,781
-6% -$17.8K ﹤0.01% 1099
2024
Q1
$336K Buy
28,517
+10,607
+59% +$125K ﹤0.01% 970
2023
Q4
$205K Buy
+17,910
New +$205K ﹤0.01% 1060
2023
Q3
Sell
-35,372
Closed -$412K 1154
2023
Q2
$412K Buy
+35,372
New +$412K 0.01% 821