Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-85,765
Closed -$347K 161
2023
Q4
$347K Buy
85,765
+9,138
+12% +$36.9K 0.24% 104
2023
Q3
$305K Sell
76,627
-2,754
-3% -$10.9K 0.26% 109
2023
Q2
$345K Sell
79,381
-3,216
-4% -$14K 0.25% 109
2023
Q1
$339K Buy
82,597
+62,331
+308% +$256K 0.29% 104
2022
Q4
$89.1K Buy
+20,266
New +$89.1K 0.08% 137