Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-230
Closed -$60.9K 276
2023
Q3
$60.9K Sell
230
-238
-51% -$63.1K 0.03% 130
2023
Q2
$116K Buy
468
+175
+60% +$43.4K 0.02% 227
2023
Q1
$66.9K Sell
293
-500
-63% -$114K 0.01% 253
2022
Q4
$137K Sell
793
-1,295
-62% -$224K 0.02% 121
2022
Q3
$310K Sell
2,088
-187
-8% -$27.8K 0.12% 71
2022
Q2
$516K Buy
2,275
+187
+9% +$42.4K 0.17% 65
2022
Q1
$483K Sell
2,088
-11
-0.5% -$2.55K 0.14% 72
2021
Q4
$543K Sell
2,099
-103
-5% -$26.6K 0.15% 66
2021
Q3
$483K Buy
2,202
+154
+8% +$33.8K 0.14% 68
2021
Q2
$611K Sell
2,048
-1,705
-45% -$509K 0.21% 51
2021
Q1
$1.07M Buy
+3,753
New +$1.07M 0.39% 42