Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,544
Closed -$86.8K 1020
2023
Q4
$86.8K Sell
10,544
-2,507
-19% -$20.6K ﹤0.01% 818
2023
Q3
$105K Buy
+13,051
New +$105K ﹤0.01% 803
2023
Q2
Sell
-7,171
Closed -$59.7K 1020
2023
Q1
$59.7K Buy
+7,171
New +$59.7K ﹤0.01% 877