Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,587
Closed -$281K 65
2023
Q4
$281K Buy
2,587
+1
+0% +$109 0.1% 85
2023
Q3
$247K Hold
2,586
0.1% 89
2023
Q2
$285K Sell
2,586
-100
-4% -$11K 0.11% 87
2023
Q1
$329K Hold
2,686
0.13% 81
2022
Q4
$314K Buy
+2,686
New +$314K 0.13% 83