Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,363
Closed -$460K 444
2023
Q4
$460K Buy
4,363
+363
+9% +$38.3K 0.01% 348
2023
Q3
$435K Buy
+4,000
New +$435K 0.01% 395
2021
Q3
Sell
-5,000
Closed -$1.12M 872
2021
Q2
$1.12M Buy
+5,000
New +$1.12M 0.01% 538