Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$17.7K Sell
13,605
-4,895
-26% -$6.36K ﹤0.01% 2396
2023
Q4
$10.6K Hold
18,500
﹤0.01% 1776
2023
Q3
$13.9K Sell
18,500
-6,700
-27% -$5.05K ﹤0.01% 1682
2023
Q2
$18.4K Sell
25,200
-11,200
-31% -$8.18K ﹤0.01% 1632
2023
Q1
$27.5K Sell
36,400
-6,650
-15% -$5.03K ﹤0.01% 1612
2022
Q4
$41.4K Sell
43,050
-13,000
-23% -$12.5K ﹤0.01% 1547
2022
Q3
$122K Sell
56,050
-41,675
-43% -$90.7K ﹤0.01% 1195
2022
Q2
$342K Sell
97,725
-7,800
-7% -$27.3K 0.01% 995
2022
Q1
$532K Buy
+105,525
New +$532K 0.01% 853