Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-948
Closed -$91.9K 173
2023
Q3
$91.9K Hold
948
0.06% 67
2023
Q2
$103K Hold
948
0.07% 63
2023
Q1
$96K Hold
948
0.06% 64
2022
Q4
$104K Hold
948
0.08% 58
2022
Q3
$92K Hold
948
0.08% 66
2022
Q2
$103K Hold
948
0.11% 49
2022
Q1
$112K Hold
948
0.08% 59
2021
Q4
$133K Hold
948
0.1% 51
2021
Q3
$112K Hold
948
0.08% 57
2021
Q2
$110K Hold
948
0.12% 38
2021
Q1
$113K Buy
+948
New +$113K 0.1% 57