Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,049
Closed -$45.8K 194
2023
Q4
$45.8K Buy
+1,049
New +$45.8K 0.01% 211
2023
Q3
Sell
-1,037
Closed -$46.4K 175
2023
Q2
$46.4K Buy
+1,037
New +$46.4K 0.01% 199
2022
Q4
Sell
-1,020
Closed -$38K 162
2022
Q3
$38K Buy
1,020
+5
+0.5% +$186 0.01% 162
2022
Q2
$42K Buy
1,015
+5
+0.5% +$207 0.01% 163
2022
Q1
$58K Buy
1,010
+4
+0.4% +$230 0.02% 155
2021
Q4
$67K Buy
1,006
+3
+0.3% +$200 0.02% 142
2021
Q3
$70K Buy
+1,003
New +$70K 0.02% 134