Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,750
Closed -$494K 766
2023
Q4
$494K Buy
6,750
+3,078
+84% +$225K ﹤0.01% 628
2023
Q3
$243K Buy
+3,672
New +$243K ﹤0.01% 711