Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$18K Sell
11,364
-17,169
-60% -$27.2K 0.01% 142
2023
Q4
$52.2K Sell
28,533
-3,851
-12% -$7.05K 0.03% 135
2023
Q3
$46K Sell
32,384
-1,203
-4% -$1.71K 0.03% 135
2023
Q2
$76K Sell
33,587
-2,248
-6% -$5.09K 0.04% 144
2023
Q1
$95K Buy
+35,835
New +$95K 0.05% 143