Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-59,924
Closed -$205K 829
2023
Q4
$205K Buy
59,924
+2,022
+3% +$6.92K 0.01% 706
2023
Q3
$217K Sell
57,902
-575
-1% -$2.15K 0.01% 604
2023
Q2
$243K Buy
58,477
+273
+0.5% +$1.14K 0.01% 573
2023
Q1
$286K Sell
58,204
-1,133
-2% -$5.56K 0.01% 511
2022
Q4
$275K Buy
59,337
+1,598
+3% +$7.42K 0.01% 463
2022
Q3
$247K Buy
57,739
+8,040
+16% +$34.4K 0.01% 460
2022
Q2
$229K Buy
49,699
+35,976
+262% +$166K 0.01% 510
2022
Q1
$75K Sell
13,723
-410
-3% -$2.24K ﹤0.01% 412
2021
Q4
$88K Buy
+14,133
New +$88K ﹤0.01% 394