Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,089
Closed -$1.96K 173
2023
Q3
$1.96K Hold
1,089
﹤0.01% 153
2023
Q2
$110K Buy
1,089
+319
+41% +$32.2K ﹤0.01% 147
2023
Q1
$71.6K Hold
770
﹤0.01% 152
2022
Q4
$1.25K Hold
770
﹤0.01% 170
2022
Q3
$53K Buy
+770
New +$53K ﹤0.01% 167
2022
Q2
Sell
-619
Closed -$65K 182
2022
Q1
$65K Buy
619
+273
+79% +$28.7K ﹤0.01% 169
2021
Q4
$42K Buy
+346
New +$42K ﹤0.01% 185