Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-785
Closed -$52.6K 1336
2023
Q3
$52.6K Hold
785
0.02% 402
2023
Q2
$81.9K Hold
785
0.03% 333
2023
Q1
$95.9K Hold
785
0.03% 290
2022
Q4
$83K Hold
785
0.04% 276
2022
Q3
$83K Hold
785
0.04% 279
2022
Q2
$84K Hold
785
0.05% 273
2022
Q1
$103K Hold
785
0.05% 244
2021
Q4
$86K Hold
785
0.04% 258
2021
Q3
$72K Hold
785
0.04% 279
2021
Q2
$84K Buy
+785
New +$84K 0.05% 257
2020
Q2
Sell
-108
Closed -$9K 283
2020
Q1
$9K Buy
+108
New +$9K 0.01% 415