Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-193
Closed -$27.9K 385
2023
Q4
$27.9K Buy
+193
New +$27.9K 0.01% 261
2023
Q3
Sell
-263
Closed -$31.3K 379
2023
Q2
$31.3K Buy
+263
New +$31.3K 0.01% 237
2022
Q4
Sell
-325
Closed -$37K 319
2022
Q3
$37K Hold
325
0.01% 169
2022
Q2
$42K Buy
325
+32
+11% +$4.14K 0.01% 166
2022
Q1
$45K Buy
293
+100
+52% +$15.4K 0.01% 186
2021
Q4
$35K Hold
193
0.01% 197
2021
Q3
$25K Buy
+193
New +$25K 0.01% 216