Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-44,622
Closed -$249K 718
2023
Q4
$249K Sell
44,622
-5,054
-10% -$28.3K 0.01% 591
2023
Q3
$265K Buy
49,676
+30,255
+156% +$161K 0.01% 539
2023
Q2
$182K Buy
19,421
+2,711
+16% +$25.4K 0.01% 607
2023
Q1
$145K Buy
+16,710
New +$145K 0.01% 603