Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-36,087
Closed -$141K 932
2023
Q4
$141K Buy
36,087
+31,862
+754% +$125K ﹤0.01% 617
2023
Q3
$15K Sell
4,225
-78,561
-95% -$278K ﹤0.01% 809
2023
Q2
$341K Buy
82,786
+60,483
+271% +$249K 0.01% 484
2023
Q1
$85.4K Buy
22,303
+2,286
+11% +$8.76K ﹤0.01% 642
2022
Q4
$68.7K Buy
+20,017
New +$68.7K ﹤0.01% 842