Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,915
Closed -$226K 397
2024
Q1
$226K Sell
7,915
-3,695
-32% -$106K ﹤0.01% 1096
2023
Q4
$266K Sell
11,610
-8,757
-43% -$201K ﹤0.01% 927
2023
Q3
$414K Buy
20,367
+9,828
+93% +$200K 0.01% 660
2023
Q2
$220K Buy
+10,539
New +$220K ﹤0.01% 929