Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,181
Closed -$38.8K 214
2023
Q4
$38.8K Buy
+3,181
New +$38.8K 0.01% 231
2023
Q3
Sell
-3,105
Closed -$47K 198
2023
Q2
$47K Buy
+3,105
New +$47K 0.01% 197
2022
Q4
Sell
-2,808
Closed -$31K 180
2022
Q3
$31K Buy
2,808
+27
+1% +$298 0.01% 182
2022
Q2
$31K Buy
2,781
+19
+0.7% +$212 0.01% 191
2022
Q1
$47K Buy
2,762
+65
+2% +$1.11K 0.01% 178
2021
Q4
$56K Buy
2,697
+14
+0.5% +$291 0.02% 154
2021
Q3
$38K Buy
+2,683
New +$38K 0.01% 181