Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-311
Closed -$14.3K 386
2023
Q3
$14.3K Sell
311
-1,160
-79% -$53.3K 0.01% 208
2023
Q2
$63.5K Hold
1,471
0.01% 285
2023
Q1
$46.6K Buy
1,471
+311
+27% +$9.86K 0.01% 270
2022
Q4
$28.7K Hold
1,160
﹤0.01% 270
2022
Q3
$31K Hold
1,160
0.01% 228
2022
Q2
$24K Hold
1,160
0.01% 314
2022
Q1
$41K Sell
1,160
-252
-18% -$8.91K 0.01% 264
2021
Q4
$59K Buy
1,412
+252
+22% +$10.5K 0.02% 267
2021
Q3
$52K Hold
1,160
0.02% 256
2021
Q2
$58K Hold
1,160
0.02% 184
2021
Q1
$63K Buy
+1,160
New +$63K 0.02% 211