Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-549
Closed -$29K 1886
2023
Q4
$29K Sell
549
-151
-22% -$7.98K ﹤0.01% 1818
2023
Q3
$30K Sell
700
-5,863
-89% -$251K ﹤0.01% 1788
2023
Q2
$333K Hold
6,563
﹤0.01% 815
2023
Q1
$374K Buy
6,563
+5,237
+395% +$298K ﹤0.01% 820
2022
Q4
$68K Hold
1,326
﹤0.01% 1322
2022
Q3
$62K Hold
1,326
﹤0.01% 1339
2022
Q2
$78K Buy
+1,326
New +$78K ﹤0.01% 1316