Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-85,524
Closed -$594K 1643
2023
Q4
$594K Buy
85,524
+67,518
+375% +$469K ﹤0.01% 835
2023
Q3
$106K Sell
18,006
-9,268
-34% -$54.7K ﹤0.01% 1233
2023
Q2
$226K Buy
+27,274
New +$226K 0.01% 994