Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$17K Sell
2,106
-2,394
-53% -$19.3K 0.01% 545
2023
Q4
$20K Sell
4,500
-12,088
-73% -$53.7K ﹤0.01% 851
2023
Q3
$84K Sell
16,588
-61
-0.4% -$309 0.01% 599
2023
Q2
$148K Sell
16,649
-13,083
-44% -$116K 0.02% 396
2023
Q1
$297K Buy
29,732
+18,648
+168% +$186K 0.03% 281
2022
Q4
$65K Sell
11,084
-12,481
-53% -$73.2K 0.01% 747
2022
Q3
$288K Buy
23,565
+16,992
+259% +$208K 0.02% 395
2022
Q2
$65K Sell
6,573
-13,655
-68% -$135K ﹤0.01% 797
2022
Q1
$240K Buy
20,228
+11,490
+131% +$136K 0.01% 538
2021
Q4
$94K Buy
+8,738
New +$94K ﹤0.01% 954