Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$308K Sell
2,500
-215
-8% -$26.5K 0.01% 411
2023
Q3
$208K Sell
2,715
-1,575
-37% -$121K ﹤0.01% 439
2023
Q2
$365K Buy
+4,290
New +$365K 0.01% 381
2021
Q3
Sell
-28
Closed -$3K 1038
2021
Q2
$3K Hold
28
﹤0.01% 807
2021
Q1
$3K Hold
28
﹤0.01% 839
2020
Q4
$3K Buy
+28
New +$3K ﹤0.01% 864
2019
Q3
Sell
-3
Closed 909
2019
Q2
$0 Buy
+3
New ﹤0.01% 778