Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-80
Closed -$50K 277
2023
Q4
$50K Buy
+80
New +$50K 0.01% 203
2023
Q3
Sell
-80
Closed -$36.7K 266
2023
Q2
$36.7K Buy
+80
New +$36.7K 0.01% 226
2022
Q4
Sell
-80
Closed -$31K 232
2022
Q3
$31K Sell
80
-5
-6% -$1.94K 0.01% 183
2022
Q2
$33K Sell
85
-25
-23% -$9.71K 0.01% 185
2022
Q1
$53K Buy
110
+30
+38% +$14.5K 0.02% 165
2021
Q4
$51K Sell
80
-30
-27% -$19.1K 0.01% 166
2021
Q3
$59K Buy
+110
New +$59K 0.02% 149