Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-550
Closed -$9.07K 844
2023
Q3
$9.07K Buy
+550
New +$9.07K ﹤0.01% 538
2022
Q2
Sell
-105
Closed -$2.16K 876
2022
Q1
$2.16K Sell
105
-7,575
-99% -$156K ﹤0.01% 549
2021
Q4
$193K Buy
7,680
+3,595
+88% +$90.5K ﹤0.01% 492
2021
Q3
$90.3K Buy
4,085
+1,890
+86% +$41.8K ﹤0.01% 483
2021
Q2
$42.7K Buy
2,195
+525
+31% +$10.2K ﹤0.01% 492
2021
Q1
$35.4K Buy
+1,670
New +$35.4K ﹤0.01% 475