Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,932
Closed -$275K 60
2023
Q4
$275K Sell
1,932
-385
-17% -$54.8K 0.01% 34
2023
Q3
$304K Buy
+2,317
New +$304K 0.01% 23
2022
Q3
Sell
-1,610
Closed -$227K 41
2022
Q2
$227K Sell
1,610
-804
-33% -$113K 0.01% 29
2022
Q1
$336K Buy
+2,414
New +$336K 0.01% 23