Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-197
Closed -$34.9K 489
2023
Q4
$34.9K Sell
197
-684
-78% -$121K 0.03% 245
2023
Q3
$158K Buy
881
+568
+181% +$102K 0.12% 145
2023
Q2
$71.6K Buy
313
+11
+4% +$2.52K 0.05% 264
2023
Q1
$58.8K Hold
302
0.04% 289
2022
Q4
$49.5K Sell
302
-137
-31% -$22.5K 0.04% 291
2022
Q3
$65K Buy
439
+167
+61% +$24.7K 0.05% 263
2022
Q2
$40K Hold
272
0.03% 292
2022
Q1
$72K Hold
272
0.05% 268
2021
Q4
$56K Sell
272
-333
-55% -$68.6K 0.03% 288
2021
Q3
$70K Buy
+605
New +$70K 0.05% 271