Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
2559
2023
Q4
Sell
-4,043
Closed -$28K 2503
2023
Q3
$28K Sell
4,043
-255
-6% -$1.77K 0.02% 999
2023
Q2
$41K Sell
4,298
-114
-3% -$1.09K 0.03% 859
2023
Q1
$40K Sell
4,412
-2,122
-32% -$19.2K 0.03% 796
2022
Q4
$59K Buy
+6,534
New +$59K 0.05% 659