Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-677
Closed -$39.4K 370
2023
Q4
$39.4K Sell
677
-148
-18% -$8.61K 0.08% 206
2023
Q3
$40.1K Buy
+825
New +$40.1K 0.02% 232
2023
Q2
Sell
-18,300
Closed -$1M 581
2023
Q1
$1M Sell
18,300
-3,400
-16% -$186K 0.99% 44
2022
Q4
$1.33M Buy
+21,700
New +$1.33M 3.63% 12