Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-29,178
Closed -$145K 1687
2024
Q1
$145K Sell
29,178
-98,248
-77% -$489K ﹤0.01% 1196
2023
Q4
$886K Buy
+127,426
New +$886K 0.02% 370
2023
Q3
Sell
-10,100
Closed -$83.5K 1320
2023
Q2
$83.5K Sell
10,100
-12,236
-55% -$101K ﹤0.01% 1081
2023
Q1
$138K Buy
22,336
+11,015
+97% +$68.2K ﹤0.01% 910
2022
Q4
$76.2K Buy
+11,321
New +$76.2K ﹤0.01% 815