Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,540
Closed -$560K 1195
2023
Q4
$560K Buy
7,540
+96
+1% +$7.14K ﹤0.01% 805
2023
Q3
$467K Buy
7,444
+3,183
+75% +$199K ﹤0.01% 819
2023
Q2
$271K Hold
4,261
﹤0.01% 1009
2023
Q1
$240K Hold
4,261
﹤0.01% 1057
2022
Q4
$249K Buy
+4,261
New +$249K ﹤0.01% 1033