Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,272
Closed -$81.7K 1958
2023
Q3
$81.7K Sell
8,272
-4,178
-34% -$41.3K ﹤0.01% 1781
2023
Q2
$207K Buy
12,450
+829
+7% +$13.8K ﹤0.01% 1668
2023
Q1
$106K Sell
11,621
-164
-1% -$1.49K ﹤0.01% 1744
2022
Q4
$50.5K Sell
11,785
-524
-4% -$2.24K ﹤0.01% 1738
2022
Q3
$110K Buy
+12,309
New +$110K ﹤0.01% 1620
2022
Q2
Sell
-11,781
Closed -$325K 1720
2022
Q1
$325K Buy
+11,781
New +$325K 0.01% 1278