Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,213
Closed -$502K 2272
2023
Q4
$502K Sell
7,213
-6,763
-48% -$470K ﹤0.01% 1430
2023
Q3
$964K Buy
13,976
+10,097
+260% +$697K ﹤0.01% 1276
2023
Q2
$272K Buy
+3,879
New +$272K ﹤0.01% 1746
2022
Q1
Sell
-2,193
Closed -$151K 2867
2021
Q4
$151K Buy
+2,193
New +$151K ﹤0.01% 2571