Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$96K Buy
+2,037
New +$96K 0.21% 130
2023
Q3
Sell
-5,352
Closed -$195K 472
2023
Q2
$195K Buy
+5,352
New +$195K 0.1% 213
2022
Q2
Sell
-1,310
Closed -$44K 640
2022
Q1
$44K Buy
1,310
+671
+105% +$22.5K 0.04% 386
2021
Q4
$23K Buy
+639
New +$23K 0.03% 355
2021
Q3
Sell
-3,232
Closed -$129K 653
2021
Q2
$129K Buy
3,232
+3,057
+1,747% +$122K 0.13% 231
2021
Q1
$7K Sell
175
-682
-80% -$27.3K 0.01% 430
2020
Q4
$28K Buy
+857
New +$28K 0.03% 349
2019
Q4
Sell
-3,855
Closed -$129K 411
2019
Q3
$129K Buy
+3,855
New +$129K 0.08% 223
2019
Q2
Sell
-2,253
Closed -$77K 424
2019
Q1
$77K Buy
+2,253
New +$77K 0.04% 236