Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-398
Closed -$76.3K 1613
2023
Q3
$76.3K Sell
398
-110
-22% -$21.1K 0.02% 1045
2023
Q2
$107K Buy
508
+342
+206% +$72.2K 0.03% 802
2023
Q1
$35.3K Buy
+166
New +$35.3K 0.01% 1205
2022
Q2
Sell
-526
Closed -$101K 1868
2022
Q1
$101K Buy
526
+9
+2% +$1.73K 0.05% 576
2021
Q4
$104K Sell
517
-43
-8% -$8.65K 0.05% 593
2021
Q3
$123K Buy
560
+334
+148% +$73.4K 0.08% 343
2021
Q2
$54K Sell
226
-299
-57% -$71.4K 0.03% 720
2021
Q1
$134K Buy
+525
New +$134K 0.22% 82