Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,315
Closed -$14.6K 337
2023
Q3
$14.6K Hold
10,315
﹤0.01% 315
2023
Q2
$23.3K Hold
10,315
﹤0.01% 339
2023
Q1
$27.3K Buy
+10,315
New +$27.3K ﹤0.01% 331
2022
Q4
Sell
-18,735
Closed -$136K 338
2022
Q3
$136K Buy
+18,735
New +$136K 0.02% 299
2022
Q2
Sell
-10,420
Closed -$117K 287
2022
Q1
$117K Buy
+10,420
New +$117K 0.01% 322
2021
Q1
Sell
-24,008
Closed -$234K 221
2020
Q4
$234K Buy
24,008
+9,743
+68% +$95K 0.06% 181
2020
Q3
$144K Sell
14,265
-3,396
-19% -$34.3K 0.04% 186
2020
Q2
$177K Buy
17,661
+4,039
+30% +$40.5K 0.06% 182
2020
Q1
$129K Buy
13,622
+2,412
+22% +$22.8K 0.06% 164
2019
Q4
$148K Buy
+11,210
New +$148K 0.05% 175