Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,346
Closed -$31.5K 1058
2023
Q4
$31.5K Buy
2,346
+911
+63% +$12.2K ﹤0.01% 578
2023
Q3
$18.4K Buy
1,435
+906
+171% +$11.6K ﹤0.01% 670
2023
Q2
$5.98K Buy
+529
New +$5.98K ﹤0.01% 945