Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,912
Closed -$452K 333
2023
Q4
$452K Buy
+5,912
New +$452K 0.09% 119
2023
Q3
Sell
-3,996
Closed -$216K 574
2023
Q2
$216K Buy
3,996
+1,843
+86% +$99.7K 0.04% 225
2023
Q1
$86.6K Buy
+2,153
New +$86.6K 0.03% 363