Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,686
Closed -$29.4K 602
2023
Q4
$29.4K Sell
2,686
-7
-0.3% -$77 0.01% 398
2023
Q3
$33.8K Sell
2,693
-142
-5% -$1.78K 0.01% 405
2023
Q2
$37.2K Sell
2,835
-14
-0.5% -$184 0.01% 396
2023
Q1
$57.2K Buy
2,849
+117
+4% +$2.35K 0.01% 354
2022
Q4
$52K Buy
+2,732
New +$52K 0.01% 366