Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-31,706
Closed -$125K 4434
2023
Q4
$125K Buy
31,706
+13,465
+74% +$53.1K ﹤0.01% 4053
2023
Q3
$73.3K Buy
18,241
+6,255
+52% +$25.1K ﹤0.01% 4081
2023
Q2
$57.8K Sell
11,986
-25
-0.2% -$121 ﹤0.01% 4185
2023
Q1
$102K Buy
12,011
+85
+0.7% +$723 ﹤0.01% 4082
2022
Q4
$64.2K Sell
11,926
-203
-2% -$1.09K ﹤0.01% 4220
2022
Q3
$49K Sell
12,129
-51
-0.4% -$206 ﹤0.01% 4325
2022
Q2
$59K Buy
+12,180
New +$59K ﹤0.01% 4358