Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$125K Hold
21,920
﹤0.01% 2919
2023
Q4
$92.1K Sell
21,920
-1,025
-4% -$4.31K ﹤0.01% 3021
2023
Q3
$30.3K Buy
22,945
+6,305
+38% +$8.32K ﹤0.01% 3115
2023
Q2
$25.3K Buy
+16,640
New +$25.3K ﹤0.01% 3140
2023
Q1
Sell
-3,152
Closed -$6.62K 3246
2022
Q4
$6.62K Buy
3,152
+43
+1% +$90 ﹤0.01% 3501
2022
Q3
$10K Buy
3,109
+243
+8% +$782 ﹤0.01% 3600
2022
Q2
$9K Buy
+2,866
New +$9K ﹤0.01% 3713