Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-649
Closed -$52.6K 206
2023
Q4
$52.6K Buy
+649
New +$52.6K 0.01% 197
2023
Q3
Sell
-649
Closed -$54.9K 190
2023
Q2
$54.9K Buy
+649
New +$54.9K 0.02% 180
2022
Q4
Sell
-947
Closed -$95K 173
2022
Q3
$95K Hold
947
0.03% 103
2022
Q2
$69K Buy
947
+173
+22% +$12.6K 0.02% 134
2022
Q1
$96K Buy
774
+156
+25% +$19.3K 0.03% 122
2021
Q4
$135K Buy
618
+468
+312% +$102K 0.04% 92
2021
Q3
$31K Buy
+150
New +$31K 0.01% 196