Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,283
Closed -$229K 1247
2023
Q4
$229K Sell
7,283
-24,072
-77% -$757K ﹤0.01% 1008
2023
Q3
$476K Sell
31,355
-4,323
-12% -$65.6K 0.01% 773
2023
Q2
$551K Sell
35,678
-4,535
-11% -$70K 0.01% 740
2023
Q1
$375K Buy
40,213
+19,430
+93% +$181K 0.01% 770
2022
Q4
$381K Buy
+20,783
New +$381K 0.01% 722