Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,489
Closed -$308K 1603
2023
Q4
$308K Sell
3,489
-7,239
-67% -$638K ﹤0.01% 1307
2023
Q3
$958K Hold
10,728
﹤0.01% 853
2023
Q2
$1.04M Hold
10,728
﹤0.01% 858
2023
Q1
$986K Hold
10,728
﹤0.01% 872
2022
Q4
$974K Hold
10,728
﹤0.01% 868
2022
Q3
$850K Hold
10,728
﹤0.01% 889
2022
Q2
$914K Buy
10,728
+5,364
+100% +$457K ﹤0.01% 799
2022
Q1
$456K Buy
5,364
+550
+11% +$46.8K ﹤0.01% 1033
2021
Q4
$470K Buy
+4,814
New +$470K ﹤0.01% 1057