Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-66,458
Closed -$851K 486
2024
Q3
$851K Hold
66,458
0.01% 456
2024
Q2
$843K Sell
66,458
-1,057
-2% -$13.4K 0.01% 452
2024
Q1
$1.53M Buy
67,515
+4,087
+6% +$92.7K 0.02% 416
2023
Q4
$1.58M Buy
63,428
+4,169
+7% +$104K 0.02% 423
2023
Q3
$1.01M Sell
59,259
-5,900
-9% -$101K 0.02% 487
2023
Q2
$1.08M Buy
+65,159
New +$1.08M 0.02% 488