Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,864
Closed -$80.5K 724
2023
Q4
$80.5K Buy
4,864
+84
+2% +$1.39K ﹤0.01% 681
2023
Q3
$108K Buy
4,780
+113
+2% +$2.55K ﹤0.01% 667
2023
Q2
$149K Buy
4,667
+3,952
+553% +$126K ﹤0.01% 658
2023
Q1
$21.3K Buy
+715
New +$21.3K ﹤0.01% 618