Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-16,711
Closed -$46K 2028
2024
Q1
$46K Buy
16,711
+78
+0.5% +$215 ﹤0.01% 1537
2023
Q4
$41K Sell
16,633
-35,155
-68% -$86.7K ﹤0.01% 1424
2023
Q3
$272K Sell
51,788
-26,451
-34% -$139K 0.02% 1130
2023
Q2
$516K Buy
78,239
+73,717
+1,630% +$486K 0.05% 715
2023
Q1
$34K Buy
+4,522
New +$34K ﹤0.01% 1413