Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,412
Closed -$457K 285
2023
Q4
$457K Sell
1,412
-95
-6% -$30.8K 0.08% 149
2023
Q3
$1.09M Buy
1,507
+1,422
+1,673% +$1.03M 0.19% 123
2023
Q2
$209K Hold
85
0.04% 193
2023
Q1
$205K Hold
85
0.02% 227
2022
Q4
$200K Buy
+85
New +$200K 0.04% 169