Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-19,130
Closed -$182K 1227
2023
Q3
$182K Sell
19,130
-14,491
-43% -$138K ﹤0.01% 1127
2023
Q2
$361K Sell
33,621
-4,603
-12% -$49.4K ﹤0.01% 1024
2023
Q1
$338K Buy
38,224
+2,494
+7% +$22K ﹤0.01% 1060
2022
Q4
$377K Sell
35,730
-19
-0.1% -$200 ﹤0.01% 1012
2022
Q3
$432K Sell
35,749
-649
-2% -$7.84K ﹤0.01% 967
2022
Q2
$372K Sell
36,398
-446
-1% -$4.56K ﹤0.01% 1025
2022
Q1
$459K Buy
+36,844
New +$459K ﹤0.01% 1026