Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-18,673
Closed -$304K 2216
2024
Q3
$304K Sell
18,673
-63,620
-77% -$1.04M ﹤0.01% 1537
2024
Q2
$1.01M Buy
82,293
+39,193
+91% +$480K ﹤0.01% 1121
2024
Q1
$514K Buy
43,100
+12,997
+43% +$155K ﹤0.01% 1364
2023
Q4
$370K Buy
+30,103
New +$370K ﹤0.01% 1273