Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-60,400
Closed -$79.7K 986
2023
Q3
$79.7K Sell
60,400
-933
-2% -$1.23K ﹤0.01% 974
2023
Q2
$183K Buy
61,333
+6,659
+12% +$19.9K ﹤0.01% 977
2023
Q1
$189K Sell
54,674
-1,764
-3% -$6.1K ﹤0.01% 986
2022
Q4
$236K Buy
56,438
+11,301
+25% +$47.2K ﹤0.01% 980
2022
Q3
$181K Sell
45,137
-3,888
-8% -$15.6K ﹤0.01% 1008
2022
Q2
$554K Buy
+49,025
New +$554K 0.01% 561