Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-531
Closed -$244K 72
2023
Q3
$244K Buy
+531
New +$244K 0.12% 40
2023
Q1
Sell
-223
Closed -$84.1K 95
2022
Q4
$84.1K Buy
223
+113
+103% +$42.6K 0.03% 22
2022
Q3
$33K Sell
110
-3
-3% -$900 0.01% 34
2022
Q2
$33K Buy
113
+43
+61% +$12.6K 0.06% 60
2022
Q1
$26K Buy
+70
New +$26K 0.01% 100