Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-20,700
Closed -$88.8K 114
2023
Q2
$88.8K Buy
20,700
+1,000
+5% +$4.29K 0.06% 107
2023
Q1
$102K Buy
19,700
+9,000
+84% +$46.6K 0.07% 107
2022
Q4
$57.6K Hold
10,700
0.04% 107
2022
Q3
$56K Hold
10,700
0.05% 94
2022
Q2
$72K Buy
+10,700
New +$72K 0.05% 97
2022
Q1
Sell
-16,206
Closed -$150K 111
2021
Q4
$150K Buy
+16,206
New +$150K 0.09% 107