Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,660
Closed -$65.3K 2062
2023
Q4
$65.3K Buy
4,660
+309
+7% +$4.33K ﹤0.01% 1850
2023
Q3
$63.5K Hold
4,351
﹤0.01% 1831
2023
Q2
$77.3K Sell
4,351
-611
-12% -$10.9K ﹤0.01% 1823
2023
Q1
$86.6K Buy
+4,962
New +$86.6K ﹤0.01% 1782