Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-19,132
Closed -$364K 89
2023
Q4
$364K Sell
19,132
-1,345
-7% -$25.6K 0.11% 72
2023
Q3
$499K Hold
20,477
0.12% 70
2023
Q2
$391K Buy
20,477
+5,838
+40% +$111K 0.09% 75
2023
Q1
$253K Hold
14,639
0.07% 80
2022
Q4
$288K Buy
+14,639
New +$288K 0.09% 67