Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,942
Closed -$84.7K 365
2023
Q4
$84.7K Buy
+2,942
New +$84.7K 0.02% 156
2023
Q3
Sell
-892
Closed -$32.7K 359
2023
Q2
$32.7K Buy
+892
New +$32.7K 0.01% 231
2022
Q4
Sell
-892
Closed -$39K 302
2022
Q3
$39K Hold
892
0.01% 161
2022
Q2
$47K Hold
892
0.02% 154
2022
Q1
$46K Hold
892
0.01% 184
2021
Q4
$53K Buy
892
+166
+23% +$9.86K 0.02% 161
2021
Q3
$31K Buy
+726
New +$31K 0.01% 199