Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-145,069
Closed -$551K 482
2024
Q3
$551K Buy
145,069
+99,279
+217% +$377K 0.04% 270
2024
Q2
$163K Sell
45,790
-9,168
-17% -$32.5K 0.01% 344
2024
Q1
$173K Buy
54,958
+17,353
+46% +$54.5K 0.01% 360
2023
Q4
$127K Sell
37,605
-13,620
-27% -$45.9K 0.01% 378
2023
Q3
$181K Buy
+51,225
New +$181K 0.01% 385
2023
Q2
Sell
-83,801
Closed -$252K 613
2023
Q1
$252K Hold
83,801
﹤0.01% 772
2022
Q4
$270K Hold
83,801
﹤0.01% 731
2022
Q3
$220K Hold
83,801
﹤0.01% 758
2022
Q2
$212K Buy
+83,801
New +$212K ﹤0.01% 800