Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,300
Closed -$75K 1288
2023
Q4
$75K Sell
7,300
-3,255
-31% -$33.4K 0.01% 573
2023
Q3
$129K Buy
+10,555
New +$129K 0.01% 492
2023
Q2
Sell
-1,814
Closed -$29K 1631
2023
Q1
$29K Sell
1,814
-1,181
-39% -$18.9K ﹤0.01% 767
2022
Q4
$46K Buy
2,995
+1,495
+100% +$23K ﹤0.01% 836
2022
Q3
$24K Sell
1,500
-11,213
-88% -$179K ﹤0.01% 1134
2022
Q2
$201K Buy
12,713
+3,488
+38% +$55.1K 0.01% 464
2022
Q1
$204K Buy
+9,225
New +$204K 0.01% 582