Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-28,502
Closed -$90.1K 670
2023
Q4
$90.1K Sell
28,502
-6,534
-19% -$20.6K 0.03% 551
2023
Q3
$143K Buy
35,036
+24,422
+230% +$99.9K 0.07% 358
2023
Q2
$94.5K Sell
10,614
-5,317
-33% -$47.3K 0.04% 406
2023
Q1
$143K Buy
+15,931
New +$143K 0.1% 269