Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$147K Sell
3,335
-76
-2% -$3.36K 0.21% 91
2023
Q4
$171K Sell
3,411
-75
-2% -$3.77K 0.26% 70
2023
Q3
$124K Sell
3,486
-200
-5% -$7.11K 0.2% 87
2023
Q2
$123K Sell
3,686
-10,954
-75% -$366K 0.18% 91
2023
Q1
$478K Hold
14,640
0.76% 33
2022
Q4
$387K Buy
14,640
+3,075
+27% +$81.3K 0.61% 40
2022
Q3
$298K Buy
11,565
+19
+0.2% +$490 0.53% 46
2022
Q2
$431K Hold
11,546
0.73% 35
2022
Q1
$572K Sell
11,546
-75
-0.6% -$3.72K 0.83% 30
2021
Q4
$598K Buy
+11,621
New +$598K 0.83% 30