Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-20,820
Closed -$21.7K 3249
2023
Q4
$21.7K Sell
20,820
-10,678
-34% -$11.1K ﹤0.01% 2994
2023
Q3
$36.5K Sell
31,498
-39,151
-55% -$45.4K ﹤0.01% 2802
2023
Q2
$147K Buy
70,649
+48,758
+223% +$101K ﹤0.01% 2553
2023
Q1
$65K Buy
+21,891
New +$65K ﹤0.01% 2635