Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-551
Closed -$281K 223
2023
Q3
$281K Buy
551
+81
+17% +$41.3K 0.03% 254
2023
Q2
$230K Buy
+470
New +$230K 0.03% 275
2022
Q1
Sell
-435
Closed -$247K 260
2021
Q4
$247K Buy
435
+20
+5% +$11.4K 0.03% 219
2021
Q3
$239K Buy
415
+7
+2% +$4.03K 0.03% 202
2021
Q2
$239K Buy
+408
New +$239K 0.03% 198