Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,215
Closed -$147K 637
2023
Q4
$147K Hold
6,215
﹤0.01% 605
2023
Q3
$113K Buy
6,215
+2,434
+64% +$44.4K ﹤0.01% 625
2023
Q2
$149K Buy
3,781
+1,518
+67% +$59.9K ﹤0.01% 628
2023
Q1
$84.6K Buy
2,263
+1,154
+104% +$43.1K ﹤0.01% 631
2022
Q4
$41.1K Hold
1,109
﹤0.01% 676
2022
Q3
$34K Buy
+1,109
New +$34K ﹤0.01% 696