Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,400
Closed -$395K 322
2023
Q4
$395K Sell
4,400
-11
-0.2% -$987 0.02% 220
2023
Q3
$435K Hold
4,411
0.03% 200
2023
Q2
$450K Hold
4,411
0.03% 224
2023
Q1
$495K Buy
4,411
+845
+24% +$94.8K 0.03% 211
2022
Q4
$332K Buy
+3,566
New +$332K 0.02% 234