Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,518
Closed -$112K 1412
2023
Q4
$112K Sell
1,518
-759
-33% -$56.1K ﹤0.01% 742
2023
Q3
$129K Sell
2,277
-4,554
-67% -$259K ﹤0.01% 726
2023
Q2
$432K Sell
6,831
-2
-0% -$126 ﹤0.01% 518
2023
Q1
$440K Sell
6,833
-97
-1% -$6.25K ﹤0.01% 528
2022
Q4
$348K Buy
+6,930
New +$348K ﹤0.01% 586