Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,580
Closed -$458K 894
2024
Q1
$458K Buy
10,580
+3,431
+48% +$149K 0.01% 784
2023
Q4
$284K Buy
7,149
+757
+12% +$30K 0.01% 894
2023
Q3
$215K Sell
6,392
-170
-3% -$5.73K ﹤0.01% 936
2023
Q2
$219K Sell
6,562
-102
-2% -$3.41K ﹤0.01% 931
2023
Q1
$216K Sell
6,664
-1,365
-17% -$44.3K ﹤0.01% 900
2022
Q4
$223K Buy
+8,029
New +$223K 0.01% 834