Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-23,000
Closed -$135K 647
2023
Q4
$135K Sell
23,000
-14,557
-39% -$85.7K ﹤0.01% 459
2023
Q3
$238K Buy
37,557
+6,608
+21% +$41.8K ﹤0.01% 541
2023
Q2
$350K Buy
+30,949
New +$350K ﹤0.01% 560
2023
Q1
Sell
-26,749
Closed -$175K 793
2022
Q4
$175K Buy
+26,749
New +$175K ﹤0.01% 692