Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-132
Closed -$5.2K 861
2023
Q4
$5.2K Sell
132
-169
-56% -$6.66K ﹤0.01% 699
2023
Q3
$11.5K Sell
301
-99
-25% -$3.78K ﹤0.01% 597
2023
Q2
$18.2K Sell
400
-649
-62% -$29.6K 0.01% 557
2023
Q1
$47K Buy
1,049
+2
+0.2% +$90 0.02% 477
2022
Q4
$46K Buy
1,047
+1
+0.1% +$44 0.02% 479
2022
Q3
$44K Buy
1,046
+1
+0.1% +$42 0.02% 468
2022
Q2
$52K Buy
+1,045
New +$52K 0.02% 444