Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,493
Closed -$212K 551
2023
Q4
$212K Hold
1,493
0.01% 479
2023
Q3
$200K Sell
1,493
-618
-29% -$82.8K 0.01% 521
2023
Q2
$303K Buy
+2,111
New +$303K 0.02% 458
2022
Q1
Sell
-1,152
Closed -$211K 592
2021
Q4
$211K Buy
+1,152
New +$211K 0.01% 589