Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,477
Closed -$157K 332
2023
Q4
$157K Sell
10,477
-11,902
-53% -$179K ﹤0.01% 236
2023
Q3
$295K Sell
22,379
-1,805
-7% -$23.8K 0.01% 200
2023
Q2
$326K Buy
24,184
+487
+2% +$6.57K 0.01% 175
2023
Q1
$281K Buy
+23,697
New +$281K ﹤0.01% 180