Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,467
Closed -$266K 63
2023
Q4
$266K Buy
3,467
+224
+7% +$17.2K 0.01% 38
2023
Q3
$229K Buy
3,243
+278
+9% +$19.6K 0.01% 44
2023
Q2
$248K Buy
+2,965
New +$248K 0.01% 40
2017
Q1
Sell
-19,241
Closed -$1.24M 50
2016
Q4
$1.24M Buy
+19,241
New +$1.24M 0.03% 54