Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,327
Closed -$103K 1477
2023
Q4
$103K Sell
1,327
-1,268
-49% -$98.2K ﹤0.01% 1064
2023
Q3
$220K Buy
2,595
+1,929
+290% +$163K ﹤0.01% 827
2023
Q2
$76.3K Sell
666
-3,496
-84% -$400K ﹤0.01% 931
2023
Q1
$472K Buy
+4,162
New +$472K 0.01% 573