Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
980
2023
Q4
Sell
-767
Closed -$35K 1376
2023
Q3
$35K Sell
767
-1,415
-65% -$64.6K ﹤0.01% 768
2023
Q2
$95K Buy
+2,182
New +$95K 0.01% 470
2023
Q1
Hold
0
1507
2022
Q4
Hold
0
1796
2022
Q3
Hold
0
1950
2022
Q2
Hold
0
1925