Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-11,401
Closed -$94.9K 418
2023
Q4
$94.9K Buy
11,401
+3,378
+42% +$28.1K 0.02% 331
2023
Q3
$66.4K Buy
8,023
+3,367
+72% +$27.9K 0.02% 330
2023
Q2
$52.1K Sell
4,656
-725
-13% -$8.12K 0.01% 343
2023
Q1
$378K Buy
+5,381
New +$378K 0.12% 189