Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-78
Closed -$2.77K 304
2023
Q3
$2.77K Hold
78
﹤0.01% 267
2023
Q2
$2.61K Sell
78
-6,347
-99% -$212K ﹤0.01% 527
2023
Q1
$210K Buy
6,425
+4,320
+205% +$141K 0.03% 129
2022
Q4
$55.6K Buy
2,105
+977
+87% +$25.8K 0.01% 211
2022
Q3
$29K Hold
1,128
0.01% 235
2022
Q2
$42K Hold
1,128
0.01% 256
2022
Q1
$56K Sell
1,128
-816
-42% -$40.5K 0.02% 238
2021
Q4
$100K Buy
1,944
+112
+6% +$5.76K 0.03% 200
2021
Q3
$98K Buy
+1,832
New +$98K 0.03% 173
2020
Q2
Sell
-52
Closed -$3K 231
2020
Q1
$3K Sell
52
-448
-90% -$25.8K ﹤0.01% 220
2019
Q4
$30K Hold
500
0.02% 155
2019
Q3
$26K Hold
500
0.02% 131
2019
Q2
$24K Sell
500
-178
-26% -$8.54K 0.01% 171
2019
Q1
$36K Buy
678
+178
+36% +$9.45K 0.03% 132
2018
Q4
$23K Sell
500
-2,700
-84% -$124K 0.02% 147
2018
Q3
$151K Buy
+3,200
New +$151K 0.11% 80