Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,604
Closed -$238K 145
2023
Q4
$238K Sell
2,604
-918
-26% -$83.9K 0.05% 124
2023
Q3
$276K Sell
3,522
-1,880
-35% -$147K 0.06% 115
2023
Q2
$459K Sell
5,402
-12,606
-70% -$1.07M 0.1% 103
2023
Q1
$1.58M Buy
18,008
+4,518
+33% +$397K 0.36% 66
2022
Q4
$1.46M Buy
+13,490
New +$1.46M 0.34% 72