Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,272
Closed -$328K 211
2023
Q4
$328K Sell
9,272
-453
-5% -$16K 0.01% 482
2023
Q3
$335K Buy
+9,725
New +$335K 0.01% 476
2023
Q2
Sell
-381
Closed -$14.6K 1071
2023
Q1
$14.6K Sell
381
-4,465
-92% -$171K ﹤0.01% 909
2022
Q4
$155K Buy
+4,846
New +$155K 0.01% 635