Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,457
Closed -$66.3K 127
2023
Q4
$66.3K Buy
1,457
+1,033
+244% +$47K 0.13% 118
2023
Q3
$17.4K Sell
424
-1,325
-76% -$54.5K 0.01% 325
2023
Q2
$77.4K Buy
+1,749
New +$77.4K 0.06% 120