Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-24,300
Closed -$44.5K 336
2023
Q4
$44.5K Sell
24,300
-6,300
-21% -$11.5K 0.01% 318
2023
Q3
$43.5K Sell
30,600
-1,950
-6% -$2.77K 0.01% 299
2023
Q2
$73.6K Sell
32,550
-17,649
-35% -$39.9K 0.02% 287
2023
Q1
$133K Buy
50,199
+250
+0.5% +$662 0.04% 275
2022
Q4
$261K Buy
49,949
+28,800
+136% +$150K 0.09% 217
2022
Q3
$154K Buy
21,149
+4,016
+23% +$29.2K 0.05% 235
2022
Q2
$187K Buy
17,133
+2,107
+14% +$23K 0.06% 236
2022
Q1
$169K Buy
15,026
+2,955
+24% +$33.2K 0.05% 259
2021
Q4
$151K Buy
+12,071
New +$151K 0.04% 264