Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$305K Hold
1,848
0.01% 346
2023
Q3
$273K Hold
1,848
0.01% 337
2023
Q2
$299K Hold
1,848
0.01% 321
2023
Q1
$269K Sell
1,848
-176
-9% -$25.6K 0.01% 328
2022
Q4
$283K Buy
2,024
+176
+10% +$24.6K 0.01% 319
2022
Q3
$210K Sell
1,848
-7
-0.4% -$795 0.01% 354
2022
Q2
$204K Sell
1,855
-122
-6% -$13.4K 0.01% 365
2022
Q1
$263K Hold
1,977
0.01% 333
2021
Q4
$291K Buy
1,977
+7
+0.4% +$1.03K 0.01% 325
2021
Q3
$244K Buy
1,970
+122
+7% +$15.1K 0.01% 338
2021
Q2
$247K Hold
1,848
0.01% 345
2021
Q1
$236K Hold
1,848
0.01% 318
2020
Q4
$223K Buy
+1,848
New +$223K 0.01% 284