Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,294
Closed -$98.2K 448
2023
Q4
$98.2K Buy
+1,294
New +$98.2K 0.03% 145
2023
Q3
Sell
-1,932
Closed -$123K 452
2023
Q2
$123K Buy
+1,932
New +$123K 0.03% 110
2022
Q4
Sell
-2,245
Closed -$155K 378
2022
Q3
$155K Buy
2,245
+1,063
+90% +$73.4K 0.06% 71
2022
Q2
$99K Buy
1,182
+592
+100% +$49.6K 0.04% 104
2022
Q1
$97K Buy
+590
New +$97K 0.03% 121