Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-14,445
Closed -$64.7K 898
2023
Q4
$64.7K Buy
14,445
+115
+0.8% +$515 ﹤0.01% 851
2023
Q3
$37.8K Sell
14,330
-255,990
-95% -$676K ﹤0.01% 838
2023
Q2
$1.09M Sell
270,320
-4,366
-2% -$17.6K 0.02% 330
2023
Q1
$483K Buy
274,686
+208,369
+314% +$367K 0.01% 541
2022
Q4
$76.9K Buy
66,317
+53,380
+413% +$61.9K ﹤0.01% 983
2022
Q3
$40K Buy
+12,937
New +$40K ﹤0.01% 957