Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,294
Closed -$183K 1740
2023
Q4
$183K Buy
1,294
+700
+118% +$98.8K 0.03% 620
2023
Q3
$79.7K Buy
+594
New +$79.7K 0.02% 1018
2023
Q2
Sell
-1,036
Closed -$145K 1684
2023
Q1
$145K Buy
+1,036
New +$145K 0.05% 541
2022
Q3
Sell
-53
Closed -$7K 1744
2022
Q2
$7K Buy
+53
New +$7K ﹤0.01% 1687
2021
Q4
Sell
-419
Closed -$66K 1926
2021
Q3
$66K Buy
+419
New +$66K 0.04% 653