Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$42K Hold
539
﹤0.01% 739
2023
Q3
$42K Hold
539
﹤0.01% 687
2023
Q2
$44K Sell
539
-162
-23% -$13.2K ﹤0.01% 691
2023
Q1
$49K Buy
701
+200
+40% +$14K ﹤0.01% 568
2022
Q4
$34K Hold
501
﹤0.01% 632
2022
Q3
$29K Sell
501
-304
-38% -$17.6K ﹤0.01% 649
2022
Q2
$56K Buy
805
+304
+61% +$21.1K ﹤0.01% 551
2022
Q1
$40K Buy
+501
New +$40K ﹤0.01% 622
2021
Q4
Sell
-501
Closed -$40K 421
2021
Q3
$40K Sell
501
-65
-11% -$5.19K ﹤0.01% 540
2021
Q2
$40K Sell
566
-35
-6% -$2.47K ﹤0.01% 541
2021
Q1
$42K Sell
601
-90
-13% -$6.29K ﹤0.01% 563
2020
Q4
$46K Sell
691
-10
-1% -$666 ﹤0.01% 534
2020
Q3
$40K Sell
701
-753
-52% -$43K ﹤0.01% 521
2020
Q2
$83K Sell
1,454
-411
-22% -$23.5K ﹤0.01% 405
2020
Q1
$95K Buy
+1,865
New +$95K ﹤0.01% 373
2019
Q3
$247K Sell
4,232
-4,840
-53% -$282K 0.01% 301
2019
Q2
$563K Buy
+9,072
New +$563K 0.02% 195