Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,431
Closed -$423K 453
2023
Q4
$423K Sell
2,431
-709
-23% -$123K 0.02% 118
2023
Q3
$491K Buy
+3,140
New +$491K 0.01% 165
2021
Q1
Hold
0
227
2020
Q4
Hold
0
126
2020
Q3
Hold
0
113