Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-768
Closed -$315K 490
2023
Q4
$315K Buy
768
+137
+22% +$56.3K 0.01% 261
2023
Q3
$235K Buy
+631
New +$235K 0.01% 255
2021
Q2
Sell
-1,279
Closed -$358K 780
2021
Q1
$358K Buy
+1,279
New +$358K ﹤0.01% 411