Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-18,071
Closed -$106K 996
2023
Q4
$106K Sell
18,071
-55,643
-75% -$328K ﹤0.01% 668
2023
Q3
$467K Buy
73,714
+21,737
+42% +$138K 0.02% 424
2023
Q2
$588K Buy
51,977
+35,945
+224% +$407K 0.02% 388
2023
Q1
$154K Buy
16,032
+15,627
+3,859% +$150K 0.01% 523
2022
Q4
$2.65K Buy
+405
New +$2.65K ﹤0.01% 1254