Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,169
Closed -$232K 1428
2023
Q4
$232K Buy
6,169
+131
+2% +$4.93K ﹤0.01% 1260
2023
Q3
$275K Sell
6,038
-8,239
-58% -$376K ﹤0.01% 1040
2023
Q2
$680K Buy
+14,277
New +$680K 0.02% 552