Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-15,567
Closed -$55.1K 135
2023
Q3
$55.1K Sell
15,567
-13,863
-47% -$49.1K 0.02% 138
2023
Q2
$101K Hold
29,430
0.05% 179
2023
Q1
$88.6K Buy
29,430
+5,352
+22% +$16.1K 0.04% 184
2022
Q4
$77.5K Buy
24,078
+363
+2% +$1.17K 0.03% 190
2022
Q3
$62K Hold
23,715
0.03% 178
2022
Q2
$60K Buy
23,715
+7,038
+42% +$17.8K 0.03% 175
2022
Q1
$58K Buy
+16,677
New +$58K 0.02% 220