Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,321
Closed -$516K 1253
2023
Q4
$516K Sell
9,321
-1,683
-15% -$93.2K ﹤0.01% 1415
2023
Q3
$514K Buy
+11,004
New +$514K ﹤0.01% 1364
2022
Q3
Sell
-13,330
Closed -$483K 1756
2022
Q2
$483K Buy
+13,330
New +$483K ﹤0.01% 1217