Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-286
Closed -$947 1297
2023
Q3
$947 Buy
+286
New +$947 ﹤0.01% 1089
2023
Q2
Sell
-688
Closed -$3.38K 1146
2023
Q1
$3.38K Buy
+688
New +$3.38K ﹤0.01% 1082
2022
Q4
Sell
-16,595
Closed -$71K 927
2022
Q3
$71K Buy
16,595
+2,144
+15% +$9.17K ﹤0.01% 875
2022
Q2
$67K Buy
+14,451
New +$67K ﹤0.01% 897
2022
Q1
Sell
-13,917
Closed -$87K 1005
2021
Q4
$87K Buy
+13,917
New +$87K ﹤0.01% 968
2019
Q2
Sell
-13,080
Closed -$74K 925
2019
Q1
$74K Buy
13,080
+3,066
+31% +$17.3K ﹤0.01% 892
2018
Q4
$58K Buy
+10,014
New +$58K ﹤0.01% 867