Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-722
Closed -$44.2K 1609
2023
Q4
$44.2K Buy
722
+71
+11% +$4.34K 0.01% 1356
2023
Q3
$34.4K Buy
+651
New +$34.4K 0.01% 1351
2022
Q4
Sell
-1,607
Closed -$80K 1558
2022
Q3
$80K Buy
1,607
+499
+45% +$24.8K 0.04% 765
2022
Q2
$65K Buy
+1,108
New +$65K 0.04% 770