Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$391K Hold
1,814
0.01% 308
2023
Q4
$469K Sell
1,814
-300
-14% -$77.6K 0.01% 411
2023
Q3
$543K Buy
2,114
+250
+13% +$64.3K 0.01% 384
2023
Q2
$531K Sell
1,864
-28
-1% -$7.98K 0.01% 345
2023
Q1
$526K Buy
1,892
+50
+3% +$13.9K 0.01% 336
2022
Q4
$510K Sell
1,842
-329
-15% -$91.1K 0.01% 340
2022
Q3
$580K Hold
2,171
0.01% 389
2022
Q2
$443K Sell
2,171
-7
-0.3% -$1.43K 0.01% 349
2022
Q1
$523K Sell
2,178
-1,842
-46% -$442K 0.02% 303
2021
Q4
$965K Buy
+4,020
New +$965K 0.04% 222