Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,819
Closed -$124K 824
2023
Q4
$124K Sell
1,819
-434
-19% -$29.6K 0.05% 175
2023
Q3
$128K Sell
2,253
-7,011
-76% -$399K 0.05% 170
2023
Q2
$553K Buy
9,264
+1,661
+22% +$99.1K 0.23% 86
2023
Q1
$442K Sell
7,603
-2,334
-23% -$136K 0.2% 85
2022
Q4
$663K Sell
9,937
-2,502
-20% -$167K 0.27% 64
2022
Q3
$622K Buy
12,439
+1,161
+10% +$58.1K 0.3% 41
2022
Q2
$624K Buy
+11,278
New +$624K 0.25% 52