Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,343
Closed -$430K 408
2023
Q4
$430K Buy
5,343
+335
+7% +$27K 0.03% 220
2023
Q3
$395K Sell
5,008
-1,457
-23% -$115K 0.03% 202
2023
Q2
$598K Buy
6,465
+6,304
+3,916% +$583K 0.05% 122
2023
Q1
$14.9K Buy
161
+72
+81% +$6.68K ﹤0.01% 928
2022
Q4
$6.78K Buy
+89
New +$6.78K ﹤0.01% 1118