Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,254
Closed -$244K 477
2023
Q4
$244K Sell
1,254
-10
-0.8% -$1.95K ﹤0.01% 408
2023
Q3
$238K Sell
1,264
-2,141
-63% -$403K ﹤0.01% 425
2023
Q2
$620K Sell
3,405
-5,755
-63% -$1.05M 0.01% 364
2023
Q1
$1.68M Buy
+9,160
New +$1.68M 0.01% 262