Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,284
Closed -$14.1K 126
2023
Q4
$14.1K Sell
13,284
-8,523
-39% -$9.03K 0.05% 56
2023
Q3
$27.5K Buy
21,807
+3,162
+17% +$3.98K 0.05% 59
2023
Q2
$28.9K Buy
18,645
+3,342
+22% +$5.18K 0.07% 33
2023
Q1
$23.6K Buy
15,303
+4,222
+38% +$6.5K 0.04% 39
2022
Q4
$16.6K Buy
+11,081
New +$16.6K 0.07% 58