Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,211
Closed -$236K 91
2023
Q4
$236K Sell
8,211
-1,979
-19% -$57K 0.06% 82
2023
Q3
$338K Sell
10,190
-192
-2% -$6.37K 0.09% 63
2023
Q2
$381K Sell
10,382
-349
-3% -$12.8K 0.11% 63
2023
Q1
$438K Sell
10,731
-1,667
-13% -$68K 0.14% 54
2022
Q4
$635K Buy
+12,398
New +$635K 0.23% 47