Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17,233
Closed -$315K 631
2023
Q4
$315K Sell
17,233
-12,367
-42% -$226K ﹤0.01% 440
2023
Q3
$554K Buy
+29,600
New +$554K 0.01% 487
2022
Q4
Sell
-520,643
Closed -$8.71M 846
2022
Q3
$8.71M Buy
+520,643
New +$8.71M 0.12% 214