Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,300
Closed -$757K 824
2023
Q4
$757K Sell
1,300
-120
-8% -$69.9K 0.02% 33
2023
Q3
$831K Buy
1,420
+1,160
+446% +$679K 0.01% 72
2023
Q2
$148K Buy
260
+30
+13% +$17K ﹤0.01% 200
2023
Q1
$122K Buy
+230
New +$122K ﹤0.01% 124
2022
Q4
Sell
-149
Closed -$75K 1085
2022
Q3
$75K Buy
+149
New +$75K ﹤0.01% 167