Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-853
Closed -$30K 2343
2023
Q3
$30K Sell
853
-54
-6% -$1.9K 0.02% 978
2023
Q2
$34K Sell
907
-24
-3% -$900 0.03% 933
2023
Q1
$35K Buy
931
+43
+5% +$1.62K 0.03% 845
2022
Q4
$38K Sell
888
-26
-3% -$1.11K 0.03% 833
2022
Q3
$29K Buy
914
+16
+2% +$508 0.03% 900
2022
Q2
$29K Sell
898
-39
-4% -$1.26K 0.02% 888
2022
Q1
$34K Sell
937
-8
-0.8% -$290 0.02% 917
2021
Q4
$37K Buy
+945
New +$37K 0.05% 689