Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-77
Closed -$10.6K 464
2023
Q3
$10.6K Sell
77
-23
-23% -$3.16K 0.01% 241
2023
Q2
$12.8K Sell
100
-120
-55% -$15.4K 0.01% 236
2023
Q1
$27.4K Sell
220
-9
-4% -$1.12K 0.03% 138
2022
Q4
$19.6K Hold
229
0.02% 157
2022
Q3
$24.1K Hold
229
0.03% 126
2022
Q2
$20.4K Sell
229
-55
-19% -$4.9K 0.02% 148
2022
Q1
$48.8K Buy
284
+79
+39% +$13.6K 0.04% 94
2021
Q4
$34.1K Buy
+205
New +$34.1K 0.03% 120