Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$104K Hold
160
﹤0.01% 338
2023
Q4
$100K Buy
160
+62
+63% +$38.8K ﹤0.01% 339
2023
Q3
$50.1K Hold
98
﹤0.01% 412
2023
Q2
$44.9K Sell
98
-33
-25% -$15.1K ﹤0.01% 442
2023
Q1
$58.4K Sell
131
-82
-38% -$36.6K ﹤0.01% 421
2022
Q4
$82K Sell
213
-4
-2% -$1.54K ﹤0.01% 396
2022
Q3
$84K Sell
217
-2
-0.9% -$774 ﹤0.01% 390
2022
Q2
$84K Sell
219
-977
-82% -$375K ﹤0.01% 415
2022
Q1
$575K Buy
1,196
+735
+159% +$353K 0.02% 203
2021
Q4
$297K Buy
+461
New +$297K 0.01% 282