Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$430K Hold
79,359
﹤0.01% 2695
2023
Q4
$490K Sell
79,359
-99
-0.1% -$611 ﹤0.01% 2734
2023
Q3
$412K Sell
79,458
-26,069
-25% -$135K ﹤0.01% 2775
2023
Q2
$531K Buy
105,527
+18,779
+22% +$94.5K ﹤0.01% 2733
2023
Q1
$319K Sell
86,748
-520
-0.6% -$1.91K ﹤0.01% 2955
2022
Q4
$314K Buy
+87,268
New +$314K ﹤0.01% 2997