Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,400
Closed -$95.3K 127
2023
Q3
$95.3K Hold
10,400
0.06% 124
2023
Q2
$104K Sell
10,400
-224
-2% -$2.24K 0.06% 128
2023
Q1
$121K Hold
10,624
0.07% 127
2022
Q4
$127K Buy
10,624
+307
+3% +$3.66K 0.08% 130
2022
Q3
$111K Buy
+10,317
New +$111K 0.07% 121
2022
Q2
Sell
-10,740
Closed -$122K 127
2022
Q1
$122K Buy
+10,740
New +$122K 0.06% 141
2020
Q4
Sell
-11,673
Closed -$129 150
2020
Q3
$129 Hold
11,673
0.05% 124
2020
Q2
$119K Hold
11,673
0.09% 114
2020
Q1
$95K Buy
+11,673
New +$95K 0.08% 109