Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-288
Closed -$4.64K 1311
2023
Q3
$4.64K Buy
288
+121
+72% +$1.95K ﹤0.01% 962
2023
Q2
$3.25K Hold
167
﹤0.01% 1005
2023
Q1
$3.32K Sell
167
-13,502
-99% -$268K ﹤0.01% 1086
2022
Q4
$264K Sell
13,669
-791
-5% -$15.3K ﹤0.01% 787
2022
Q3
$287K Buy
+14,460
New +$287K 0.01% 766
2022
Q2
Sell
-9,079
Closed -$237K 989
2022
Q1
$237K Sell
9,079
-124
-1% -$3.24K ﹤0.01% 889
2021
Q4
$217K Buy
+9,203
New +$217K ﹤0.01% 917