Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,940
Closed -$261K 418
2023
Q3
$261K Sell
1,940
-414
-18% -$55.7K 0.01% 344
2023
Q2
$322K Buy
+2,354
New +$322K 0.01% 311
2022
Q3
Sell
-8,907
Closed -$1.33M 382
2022
Q2
$1.33M Buy
+8,907
New +$1.33M 0.06% 172
2021
Q4
Sell
-1,539
Closed -$237K 393
2021
Q3
$237K Buy
1,539
+103
+7% +$15.9K 0.01% 345
2021
Q2
$293K Hold
1,436
0.01% 312
2021
Q1
$312K Buy
+1,436
New +$312K 0.02% 274