Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-28,528
Closed -$37.7K 59
2023
Q4
$37.7K Hold
28,528
0.04% 36
2023
Q3
$43.5K Buy
+28,528
New +$43.5K 0.03% 53
2023
Q2
Sell
-63,432
Closed -$74.3K 89
2023
Q1
$74.3K Sell
63,432
-86,186
-58% -$101K 0.06% 57
2022
Q4
$192K Sell
149,618
-77,822
-34% -$99.6K 0.17% 43
2022
Q3
$318K Buy
+227,440
New +$318K 0.4% 39