Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-83,048
Closed -$566K 233
2023
Q4
$566K Sell
83,048
-10,000
-11% -$68.2K 0.24% 107
2023
Q3
$558K Hold
93,048
0.27% 96
2023
Q2
$561K Buy
93,048
+75,000
+416% +$452K 0.27% 103
2023
Q1
$130K Sell
18,048
-200
-1% -$1.45K 0.07% 203
2022
Q4
$166K Buy
+18,248
New +$166K 0.1% 180