Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Hold
0
1261
2023
Q4
Sell
-3,195
Closed -$144K 1553
2023
Q3
$144K Buy
3,195
+405
+15% +$18.3K 0.01% 472
2023
Q2
$142K Buy
+2,790
New +$142K 0.02% 404
2023
Q1
Sell
-3,206
Closed -$145K 1733
2022
Q4
$145K Buy
3,206
+3,092
+2,712% +$140K 0.01% 524
2022
Q3
$5K Sell
114
-20,084
-99% -$881K ﹤0.01% 1552
2022
Q2
$1.07M Buy
20,198
+20,076
+16,456% +$1.07M 0.07% 166
2022
Q1
$6K Buy
+122
New +$6K ﹤0.01% 1648