Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,740
Closed -$278K 698
2023
Q4
$278K Buy
+1,740
New +$278K ﹤0.01% 690
2023
Q3
Sell
-15,727
Closed -$2.45M 663
2023
Q2
$2.45M Buy
15,727
+9,428
+150% +$1.47M 0.02% 466
2023
Q1
$814K Buy
+6,299
New +$814K 0.01% 718