Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-541
Closed -$82K 2917
2023
Q4
$82K Sell
541
-184
-25% -$27.9K 0.06% 617
2023
Q3
$106K Sell
725
-7
-1% -$1.02K 0.08% 385
2023
Q2
$78K Buy
732
+626
+591% +$66.7K 0.06% 583
2023
Q1
$10K Sell
106
-72
-40% -$6.79K 0.01% 1338
2022
Q4
$15K Sell
178
-6
-3% -$506 0.01% 1150
2022
Q3
$14K Buy
184
+8
+5% +$609 0.01% 1138
2022
Q2
$16K Sell
176
-789
-82% -$71.7K 0.01% 1041
2022
Q1
$144K Buy
965
+783
+430% +$117K 0.1% 293
2021
Q4
$21K Buy
+182
New +$21K 0.03% 855