Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$235K Sell
806
-1
-0.1% -$291 0.03% 289
2023
Q3
$262K Buy
807
+1
+0.1% +$324 0.03% 264
2023
Q2
$278K Hold
806
0.03% 261
2023
Q1
$254K Buy
806
+45
+6% +$14.2K 0.03% 255
2022
Q4
$228K Hold
761
0.03% 261
2022
Q3
$204K Hold
761
0.03% 266
2022
Q2
$205K Hold
761
0.02% 269
2022
Q1
$248K Sell
761
-100
-12% -$32.6K 0.03% 269
2021
Q4
$259K Buy
+861
New +$259K 0.03% 263