Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,155
Closed -$595K 1231
2023
Q3
$595K Sell
5,155
-6,148
-54% -$710K 0.03% 692
2023
Q2
$1.26M Buy
11,303
+592
+6% +$66.2K 0.06% 570
2023
Q1
$1.23M Buy
10,711
+8,914
+496% +$1.02M 0.06% 552
2022
Q4
$208K Hold
1,797
0.01% 1010
2022
Q3
$202K Buy
+1,797
New +$202K 0.01% 1037
2020
Q3
Sell
-18,776
Closed -$1.42M 465
2020
Q2
$1.42M Buy
+18,776
New +$1.42M 0.48% 59