Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,508
Closed -$131K 1444
2024
Q3
$131K Sell
14,508
-1,558
-10% -$14.1K ﹤0.01% 1362
2024
Q2
$133K Sell
16,066
-388
-2% -$3.22K ﹤0.01% 1338
2024
Q1
$135K Buy
16,454
+2,176
+15% +$17.8K ﹤0.01% 1266
2023
Q4
$112K Hold
14,278
﹤0.01% 1271
2023
Q3
$97.1K Buy
+14,278
New +$97.1K ﹤0.01% 1210