Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,265
Closed -$28.6K 767
2023
Q3
$28.6K Sell
1,265
-1,509
-54% -$34.1K 0.01% 781
2023
Q2
$88.8K Sell
2,774
-1,703
-38% -$54.5K 0.01% 685
2023
Q1
$134K Buy
+4,477
New +$134K 0.02% 556
2021
Q4
Sell
-858
Closed -$88K 1025
2021
Q3
$88K Buy
+858
New +$88K 0.02% 444
2021
Q1
Sell
-1,307
Closed -$82K 600
2020
Q4
$82K Buy
+1,307
New +$82K 0.01% 735
2020
Q3
Sell
-2,344
Closed -$181K 836
2020
Q2
$181K Buy
+2,344
New +$181K 0.02% 726