Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,144
Closed -$154K 2601
2023
Q4
$154K Buy
12,144
+1,952
+19% +$24.8K ﹤0.01% 1671
2023
Q3
$105K Sell
10,192
-86,503
-89% -$891K ﹤0.01% 1725
2023
Q2
$1.27M Buy
+96,695
New +$1.27M 0.01% 752
2023
Q1
Sell
-64,767
Closed -$545K 2687
2022
Q4
$545K Buy
+64,767
New +$545K 0.01% 1248