Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$700K Buy
60,103
+3,268
+6% +$38K ﹤0.01% 2472
2023
Q4
$635K Buy
56,835
+6,874
+14% +$76.8K ﹤0.01% 2604
2023
Q3
$771K Sell
49,961
-19,057
-28% -$294K ﹤0.01% 2443
2023
Q2
$1.31M Buy
+69,018
New +$1.31M ﹤0.01% 2190
2022
Q3
Sell
-5
Closed 4085
2022
Q2
$0 Buy
+5
New ﹤0.01% 4016