Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,242
Closed -$9.08K 900
2023
Q4
$9.08K Sell
3,242
-5,276
-62% -$14.8K 0.01% 524
2023
Q3
$22K Sell
8,518
-5,132
-38% -$13.2K 0.02% 348
2023
Q2
$43.4K Buy
13,650
+5,485
+67% +$17.4K 0.04% 271
2023
Q1
$23K Buy
8,165
+4,662
+133% +$13.1K 0.02% 330
2022
Q4
$9.53K Buy
3,503
+1,716
+96% +$4.67K 0.01% 377
2022
Q3
$5K Buy
1,787
+1,624
+996% +$4.54K ﹤0.01% 447
2022
Q2
$78K Buy
+163
New +$78K 0.06% 239
2022
Q1
Sell
-76,953
Closed -$27.5K 700
2021
Q4
$27.5K Buy
+76,953
New +$27.5K 0.22% 41
2021
Q2
$94K Buy
+27,255
New +$94K 0.04% 299