Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,870
Closed -$162K 1005
2023
Q4
$162K Buy
6,870
+5,403
+368% +$128K ﹤0.01% 715
2023
Q3
$26.8K Buy
1,467
+258
+21% +$4.71K ﹤0.01% 842
2023
Q2
$47.7K Buy
1,209
+299
+33% +$11.8K ﹤0.01% 837
2023
Q1
$34K Buy
+910
New +$34K ﹤0.01% 839
2021
Q3
Sell
-2,963
Closed -$236K 1208
2021
Q2
$236K Buy
2,963
+1
+0% +$80 ﹤0.01% 806
2021
Q1
$251K Buy
+2,962
New +$251K ﹤0.01% 1011