Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$187K Buy
+4,973
New +$187K 0.06% 194
2023
Q4
Sell
-11,636
Closed -$293K 1607
2023
Q3
$293K Buy
11,636
+3,632
+45% +$91.5K 0.03% 329
2023
Q2
$221K Buy
8,004
+6,283
+365% +$173K 0.03% 317
2023
Q1
$33K Sell
1,721
-2,329
-58% -$44.7K ﹤0.01% 733
2022
Q4
$50K Buy
4,050
+3,691
+1,028% +$45.6K ﹤0.01% 819
2022
Q3
$4K Sell
359
-51
-12% -$568 ﹤0.01% 1600
2022
Q2
$4K Sell
410
-1,084
-73% -$10.6K ﹤0.01% 1586
2022
Q1
$23K Buy
+1,494
New +$23K ﹤0.01% 1312