Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-16,737
Closed -$281K 55
2023
Q4
$281K Buy
16,737
+10,102
+152% +$170K 0.04% 36
2023
Q3
$99.7K Hold
6,635
0.02% 40
2023
Q2
$106K Hold
6,635
0.02% 40
2023
Q1
$128K Sell
6,635
-10,694
-62% -$206K 0.02% 42
2022
Q4
$319K Buy
17,329
+575
+3% +$10.6K 0.04% 39
2022
Q3
$257K Hold
16,754
0.04% 40
2022
Q2
$351K Sell
16,754
-2,506
-13% -$52.5K 0.05% 33
2022
Q1
$344K Buy
+19,260
New +$344K 0.04% 38