Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-771
Closed -$70.7K 836
2023
Q4
$70.7K Hold
771
0.02% 328
2023
Q3
$54.4K Hold
771
0.02% 352
2023
Q2
$49.3K Hold
771
0.02% 369
2023
Q1
$50.7K Hold
771
0.02% 356
2022
Q4
$31K Sell
771
-76
-9% -$3.06K 0.01% 411
2022
Q3
$48K Buy
847
+38
+5% +$2.15K 0.02% 333
2022
Q2
$66K Buy
809
+364
+82% +$29.7K 0.03% 287
2022
Q1
$56K Buy
445
+275
+162% +$34.6K 0.02% 331
2021
Q4
$39K Buy
+170
New +$39K 0.01% 385