Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,470
Closed -$3.23K 3188
2023
Q4
$3.23K Sell
1,470
-49
-3% -$108 ﹤0.01% 3038
2023
Q3
$6.38K Sell
1,519
-2,416
-61% -$10.1K ﹤0.01% 2884
2023
Q2
$25.3K Sell
3,935
-328
-8% -$2.11K ﹤0.01% 2765
2023
Q1
$25K Buy
4,263
+3,183
+295% +$18.7K ﹤0.01% 2711
2022
Q4
$9K Sell
1,080
-111
-9% -$925 ﹤0.01% 2718
2022
Q3
$25K Buy
+1,191
New +$25K ﹤0.01% 2372