Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-467
Closed -$106K 337
2023
Q4
$106K Buy
467
+162
+53% +$36.8K 0.08% 142
2023
Q3
$61.5K Hold
305
0.06% 128
2023
Q2
$56K Buy
+305
New +$56K 0.06% 128
2023
Q1
Sell
-305
Closed -$54.5K 313
2022
Q4
$54.5K Buy
+305
New +$54.5K 0.07% 127