Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-38,669
Closed -$613K 165
2023
Q4
$613K Buy
38,669
+20,112
+108% +$319K 0.01% 106
2023
Q3
$249K Sell
18,557
-1,196
-6% -$16K ﹤0.01% 131
2023
Q2
$265K Buy
19,753
+2,294
+13% +$30.8K ﹤0.01% 118
2023
Q1
$276K Buy
+17,459
New +$276K ﹤0.01% 121