Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-594
Closed -$41.9K 588
2023
Q3
$41.9K Buy
+594
New +$41.9K 0.01% 371
2021
Q4
Sell
-673
Closed -$211K 237
2021
Q3
$211K Buy
673
+71
+12% +$22.3K 0.04% 219
2021
Q2
$276K Buy
+602
New +$276K 0.05% 195