Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$223K Buy
8,516
+407
+5% +$10.7K ﹤0.01% 2880
2023
Q4
$154K Buy
8,109
+977
+14% +$18.6K ﹤0.01% 2996
2023
Q3
$174K Buy
+7,132
New +$174K ﹤0.01% 3043
2023
Q2
Sell
-4,775
Closed -$82.4K 3211
2023
Q1
$82.4K Buy
4,775
+2
+0% +$35 ﹤0.01% 3202
2022
Q4
$94K Sell
4,773
-406
-8% -$8K ﹤0.01% 3328
2022
Q3
$123K Buy
+5,179
New +$123K ﹤0.01% 3376