Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,689
Closed -$29.9K 2165
2023
Q3
$29.9K Sell
5,689
-442
-7% -$2.32K 0.01% 1337
2023
Q2
$40.5K Buy
6,131
+2,994
+95% +$19.8K 0.01% 1263
2023
Q1
$23.7K Buy
+3,137
New +$23.7K 0.01% 1204
2021
Q2
Sell
-4,445
Closed -$96K 1099
2021
Q1
$96K Buy
+4,445
New +$96K 0.05% 573