Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,234
Closed -$35K 225
2023
Q4
$35K Hold
3,234
0.02% 111
2023
Q3
$31.9K Sell
3,234
-13
-0.4% -$128 0.02% 113
2023
Q2
$32.4K Sell
3,247
-5,698
-64% -$56.9K 0.02% 122
2023
Q1
$83.5K Buy
+8,945
New +$83.5K 0.05% 128