Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,030
Closed -$38.4K 336
2023
Q3
$38.4K Hold
5,030
0.01% 321
2023
Q2
$56.8K Sell
5,030
-40
-0.8% -$452 0.02% 255
2023
Q1
$50.7K Hold
5,070
0.02% 251
2022
Q4
$299K Buy
5,070
+40
+0.8% +$2.36K 0.13% 190
2022
Q3
$618K Buy
5,030
+92
+2% +$11.3K 0.49% 59
2022
Q2
$665K Buy
4,938
+350
+8% +$47.1K 0.55% 52
2022
Q1
$514K Buy
4,588
+300
+7% +$33.6K 0.34% 82
2021
Q4
$243K Buy
+4,288
New +$243K 0.16% 153