Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,734
Closed -$236K 615
2023
Q4
$236K Sell
2,734
-9,853
-78% -$849K 0.17% 273
2023
Q3
$998K Buy
+12,587
New +$998K 0.57% 20
2023
Q2
Sell
-16,625
Closed -$1.42M 463
2023
Q1
$1.42M Buy
16,625
+2,777
+20% +$237K 0.46% 48
2022
Q4
$977K Buy
+13,848
New +$977K 0.51% 31