Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,200
Closed -$236K 1159
2024
Q3
$236K Buy
+19,200
New +$236K 0.01% 1098
2024
Q1
Sell
-25,135
Closed -$298K 1346
2023
Q4
$298K Buy
25,135
+2,362
+10% +$28K 0.03% 824
2023
Q3
$212K Buy
+22,773
New +$212K 0.02% 896
2023
Q2
Sell
-12,531
Closed -$104K 1252
2023
Q1
$104K Buy
+12,531
New +$104K 0.01% 1051