Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,456
Closed -$104K 210
2023
Q4
$104K Sell
13,456
-2
-0% -$16 0.04% 205
2023
Q3
$87.5K Sell
13,458
-1,094
-8% -$7.11K 0.04% 196
2023
Q2
$103K Buy
+14,552
New +$103K 0.04% 213
2021
Q4
Sell
-18,589
Closed -$133K 242
2021
Q3
$133K Buy
18,589
+44
+0.2% +$315 0.06% 222
2021
Q2
$156K Sell
18,545
-7,829
-30% -$65.9K 0.04% 230
2021
Q1
$184K Buy
26,374
+5,522
+26% +$38.5K 0.04% 212
2020
Q4
$108K Buy
+20,852
New +$108K 0.03% 213