Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,242
Closed -$182K 870
2023
Q4
$182K Buy
2,242
+261
+13% +$21.2K 0.04% 209
2023
Q3
$128K Buy
1,981
+1,960
+9,333% +$127K 0.03% 254
2023
Q2
$1.78K Hold
21
﹤0.01% 885
2023
Q1
$2.34K Hold
21
﹤0.01% 790
2022
Q4
$2.52K Buy
+21
New +$2.52K ﹤0.01% 898