Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,500
Closed -$45K 4284
2023
Q3
$45K Sell
7,500
-7,500
-50% -$45K ﹤0.01% 3643
2023
Q2
$102K Buy
+15,000
New +$102K ﹤0.01% 3391
2021
Q4
Sell
-7,637
Closed -$54K 3589
2021
Q3
$54K Sell
7,637
-4,984
-39% -$35.2K ﹤0.01% 3372
2021
Q2
$86K Sell
12,621
-2,333
-16% -$15.9K ﹤0.01% 3193
2021
Q1
$95K Buy
+14,954
New +$95K ﹤0.01% 3385
2019
Q4
Sell
-9,450
Closed -$54K 4073
2019
Q3
$54K Buy
+9,450
New +$54K ﹤0.01% 3660
2019
Q1
Sell
-3,358
Closed -$37K 4331
2018
Q4
$37K Buy
+3,358
New +$37K ﹤0.01% 3249