Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-87,159
Closed -$693K 2072
2023
Q4
$693K Sell
87,159
-9,526
-10% -$75.7K ﹤0.01% 736
2023
Q3
$802K Hold
96,685
﹤0.01% 677
2023
Q2
$1.03M Buy
+96,685
New +$1.03M ﹤0.01% 633