Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-931
Closed -$1.1K 5305
2023
Q3
$1.1K Sell
931
-38,724
-98% -$45.9K ﹤0.01% 5256
2023
Q2
$46.4K Hold
39,655
﹤0.01% 4990
2023
Q1
$45.2K Sell
39,655
-3,081
-7% -$3.51K ﹤0.01% 5053
2022
Q4
$55.9K Hold
42,736
﹤0.01% 5112
2022
Q3
$98K Hold
42,736
﹤0.01% 5089
2022
Q2
$96K Sell
42,736
-265,761
-86% -$597K ﹤0.01% 5162
2022
Q1
$800K Buy
308,497
+45,727
+17% +$119K ﹤0.01% 4653
2021
Q4
$825K Buy
262,770
+7,938
+3% +$24.9K ﹤0.01% 4659
2021
Q3
$1.02M Buy
254,832
+29,954
+13% +$120K ﹤0.01% 4480
2021
Q2
$1.26M Buy
+224,878
New +$1.26M ﹤0.01% 4371