Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,313
Closed -$11.2K 862
2023
Q4
$11.2K Buy
3,313
+27
+0.8% +$91 ﹤0.01% 851
2023
Q3
$11.6K Buy
3,286
+770
+31% +$2.73K ﹤0.01% 812
2023
Q2
$8.63K Hold
2,516
﹤0.01% 849
2023
Q1
$7.57K Hold
2,516
﹤0.01% 884
2022
Q4
$8.1K Buy
2,516
+157
+7% +$506 ﹤0.01% 889
2022
Q3
$6K Buy
2,359
+716
+44% +$1.82K ﹤0.01% 941
2022
Q2
$4K Buy
+1,643
New +$4K ﹤0.01% 1072