Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-53,300
Closed -$706K 1996
2023
Q4
$706K Buy
53,300
+21,900
+70% +$290K ﹤0.01% 1048
2023
Q3
$405K Sell
31,400
-17,400
-36% -$224K ﹤0.01% 1354
2023
Q2
$703K Buy
+48,800
New +$703K ﹤0.01% 1084