Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$383K Buy
+4,813
New +$383K ﹤0.01% 1783
2023
Q2
Sell
-2,042
Closed -$229K 1648
2023
Q1
$229K Sell
2,042
-395
-16% -$44.3K ﹤0.01% 1427
2022
Q4
$227K Buy
+2,437
New +$227K ﹤0.01% 1381
2021
Q4
Sell
-1,351
Closed -$201K 1432
2021
Q3
$201K Buy
+1,351
New +$201K ﹤0.01% 1302