Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-20,437
Closed -$108K 3158
2023
Q4
$108K Buy
20,437
+4,858
+31% +$25.7K ﹤0.01% 2843
2023
Q3
$109K Sell
15,579
-275
-2% -$1.93K ﹤0.01% 2661
2023
Q2
$146K Sell
15,854
-10,000
-39% -$92.2K ﹤0.01% 2555
2023
Q1
$286K Hold
25,854
﹤0.01% 2110
2022
Q4
$276K Buy
+25,854
New +$276K ﹤0.01% 2091