Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-216
Closed -$8.83K 450
2023
Q4
$8.83K Buy
+216
New +$8.83K ﹤0.01% 359
2023
Q3
Sell
-299
Closed -$13K 454
2023
Q2
$13K Buy
+299
New +$13K ﹤0.01% 320
2022
Q4
Sell
-846
Closed -$27K 379
2022
Q3
$27K Hold
846
0.01% 197
2022
Q2
$31K Sell
846
-72
-8% -$2.64K 0.01% 193
2022
Q1
$91K Sell
918
-42
-4% -$4.16K 0.03% 127
2021
Q4
$137K Sell
960
-550
-36% -$78.5K 0.04% 91
2021
Q3
$191K Buy
+1,510
New +$191K 0.06% 73