Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$333K Hold
1,340
0.12% 91
2023
Q3
$335K Buy
+1,340
New +$335K 0.13% 91
2022
Q4
Sell
-1,566
Closed -$415K 124
2022
Q3
$415K Buy
1,566
+120
+8% +$31.8K 0.17% 77
2022
Q2
$325K Buy
1,446
+150
+12% +$33.7K 0.12% 88
2022
Q1
$466K Sell
1,296
-309
-19% -$111K 0.15% 79
2021
Q4
$565K Buy
+1,605
New +$565K 0.19% 67
2021
Q3
Sell
-1,278
Closed -$290K 126
2021
Q2
$290K Hold
1,278
0.1% 101
2021
Q1
$285K Sell
1,278
-90
-7% -$20.1K 0.11% 95
2020
Q4
$322K Buy
+1,368
New +$322K 0.13% 83