Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,141
Closed -$51.6K 909
2023
Q4
$51.6K Sell
1,141
-24,088
-95% -$1.09M ﹤0.01% 744
2023
Q3
$1.24M Buy
25,229
+2,442
+11% +$120K 0.04% 258
2023
Q2
$1.09M Buy
22,787
+11,006
+93% +$525K 0.03% 289
2023
Q1
$466K Buy
+11,781
New +$466K 0.02% 337