Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,078
Closed -$32K 24
2023
Q4
$32K Sell
10,078
-9,631
-49% -$30.6K 1.73% 9
2023
Q3
$52.6K Buy
+19,709
New +$52.6K 0.34% 57
2023
Q2
Sell
-29,853
Closed -$36.1K 70
2023
Q1
$36.1K Buy
+29,853
New +$36.1K 0.23% 56
2022
Q3
Sell
-32,221
Closed -$80K 47
2022
Q2
$80K Buy
+32,221
New +$80K 1.38% 21