Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,485
Closed -$96.8K 867
2023
Q4
$96.8K Sell
12,485
-616
-5% -$4.77K ﹤0.01% 834
2023
Q3
$85.2K Sell
13,101
-621
-5% -$4.04K ﹤0.01% 812
2023
Q2
$97.2K Buy
13,722
+2,870
+26% +$20.3K ﹤0.01% 876
2023
Q1
$60K Buy
+10,852
New +$60K ﹤0.01% 968