Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,560
Closed -$33K 160
2023
Q4
$33K Buy
5,560
+143
+3% +$848 0.07% 53
2023
Q3
$53.7K Buy
5,417
+3,381
+166% +$33.5K 0.11% 52
2023
Q2
$35.8K Buy
+2,036
New +$35.8K 0.04% 90
2023
Q1
Hold
0
421