Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,814
Closed -$204K 25
2023
Q4
$204K Sell
1,814
-4,038
-69% -$455K 0.17% 21
2023
Q3
$559K Sell
5,852
-40
-0.7% -$3.82K 0.5% 18
2023
Q2
$601K Sell
5,892
-1
-0% -$102 0.45% 22
2023
Q1
$599K Sell
5,893
-505
-8% -$51.3K 0.49% 27
2022
Q4
$580K Sell
6,398
-395
-6% -$35.8K 0.61% 24
2022
Q3
$539K Hold
6,793
0.43% 23
2022
Q2
$640K Hold
6,793
0.58% 17
2022
Q1
$838K Sell
6,793
-463
-6% -$57.1K 0.54% 16
2021
Q4
$1.13M Buy
+7,256
New +$1.13M 0.64% 17