Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-26,060
Closed -$441K 863
2023
Q4
$441K Sell
26,060
-15,905
-38% -$269K 0.05% 361
2023
Q3
$374K Buy
41,965
+8,441
+25% +$75.2K 0.05% 292
2023
Q2
$397K Buy
33,524
+74
+0.2% +$876 0.05% 316
2023
Q1
$375K Sell
33,450
-5,299
-14% -$59.4K 0.05% 317
2022
Q4
$347K Buy
38,749
+9,506
+33% +$85.1K 0.04% 250
2022
Q3
$287K Buy
+29,243
New +$287K 0.04% 280