Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-106,973
Closed -$249K 1226
2023
Q4
$249K Buy
106,973
+33,745
+46% +$78.6K ﹤0.01% 1795
2023
Q3
$78.4K Sell
73,228
-34,400
-32% -$36.8K ﹤0.01% 1859
2023
Q2
$158K Sell
107,628
-7,640
-7% -$11.2K ﹤0.01% 1766
2023
Q1
$112K Buy
115,268
+26,515
+30% +$25.7K ﹤0.01% 1780
2022
Q4
$39.1K Buy
88,753
+52,533
+145% +$23.1K ﹤0.01% 1755
2022
Q3
$38K Buy
36,220
+6,416
+22% +$6.73K ﹤0.01% 1696
2022
Q2
$33K Buy
+29,804
New +$33K ﹤0.01% 1684