Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$29.4K Sell
12,761
-7,620
-37% -$17.5K ﹤0.01% 177
2023
Q3
$48.7K Sell
20,381
-7
-0% -$17 0.01% 167
2023
Q2
$31.8K Buy
20,388
+7,627
+60% +$11.9K ﹤0.01% 172
2023
Q1
$32.3K Buy
+12,761
New +$32.3K ﹤0.01% 164
2021
Q2
Sell
-18,003
Closed -$409K 137
2021
Q1
$409K Sell
18,003
-7,024
-28% -$160K 0.13% 80
2020
Q4
$207K Buy
+25,027
New +$207K 0.07% 120