Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,752
Closed -$248K 666
2023
Q4
$248K Hold
5,752
﹤0.01% 571
2023
Q3
$203K Buy
5,752
+369
+7% +$13K ﹤0.01% 602
2023
Q2
$230K Buy
5,383
+3,032
+129% +$130K ﹤0.01% 585
2023
Q1
$104K Buy
2,351
+858
+57% +$37.9K ﹤0.01% 604
2022
Q4
$68.3K Hold
1,493
﹤0.01% 643
2022
Q3
$60K Buy
+1,493
New +$60K ﹤0.01% 660