Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,863
Closed -$38K 1276
2023
Q4
$38K Sell
2,863
-682
-19% -$9.05K ﹤0.01% 1202
2023
Q3
$35K Buy
3,545
+176
+5% +$1.74K ﹤0.01% 1221
2023
Q2
$56K Buy
+3,369
New +$56K ﹤0.01% 1202
2023
Q1
Sell
-2,835
Closed -$12K 1288
2022
Q4
$12K Sell
2,835
-130
-4% -$550 ﹤0.01% 1330
2022
Q3
$27K Sell
2,965
-558
-16% -$5.08K ﹤0.01% 1363
2022
Q2
$24K Hold
3,523
﹤0.01% 1390
2022
Q1
$97K Hold
3,523
﹤0.01% 1299
2021
Q4
$138K Buy
+3,523
New +$138K ﹤0.01% 1288