Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,508
Closed -$219K 1500
2024
Q3
$219K Sell
12,508
-14,629
-54% -$256K 0.01% 1276
2024
Q2
$413K Buy
27,137
+698
+3% +$10.6K 0.01% 990
2024
Q1
$424K Sell
26,439
-10,575
-29% -$170K 0.01% 888
2023
Q4
$630K Sell
37,014
-1,451
-4% -$24.7K 0.02% 696
2023
Q3
$556K Buy
+38,465
New +$556K 0.02% 668