Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,101
Closed -$65K 1437
2023
Q4
$65K Hold
4,101
﹤0.01% 924
2023
Q3
$55K Sell
4,101
-454
-10% -$6.08K ﹤0.01% 1010
2023
Q2
$61.1K Hold
4,555
﹤0.01% 1025
2023
Q1
$71.9K Sell
4,555
-491
-10% -$7.75K ﹤0.01% 829
2022
Q4
$85.6K Buy
5,046
+116
+2% +$1.97K ﹤0.01% 776
2022
Q3
$66K Buy
4,930
+743
+18% +$9.95K ﹤0.01% 797
2022
Q2
$61K Sell
4,187
-880
-17% -$12.8K ﹤0.01% 880
2022
Q1
$101K Buy
+5,067
New +$101K ﹤0.01% 832