Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-54,390
Closed -$151K 648
2023
Q4
$151K Sell
54,390
-24,268
-31% -$67.4K 0.01% 659
2023
Q3
$190K Buy
78,658
+53,892
+218% +$130K 0.02% 605
2023
Q2
$58K Buy
+24,766
New +$58K ﹤0.01% 740