Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-367
Closed -$63.9K 381
2023
Q4
$63.9K Sell
367
-37
-9% -$6.44K 0.02% 355
2023
Q3
$63.2K Sell
404
-197
-33% -$30.8K 0.02% 332
2023
Q2
$98.6K Sell
601
-711
-54% -$117K 0.03% 303
2023
Q1
$203K Buy
1,312
+185
+16% +$28.6K 0.07% 211
2022
Q4
$149K Sell
1,127
-8,640
-88% -$1.14M 0.05% 213
2022
Q3
$1.05M Buy
9,767
+457
+5% +$48.9K 0.41% 69
2022
Q2
$972K Buy
+9,310
New +$972K 0.35% 101