Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,686
Closed -$59.1K 593
2023
Q3
$59.1K Buy
16,686
+785
+5% +$2.78K ﹤0.01% 533
2023
Q2
$54.5K Buy
15,901
+278
+2% +$954 ﹤0.01% 537
2023
Q1
$47K Hold
15,623
﹤0.01% 508
2022
Q4
$50.3K Sell
15,623
-1,925
-11% -$6.2K ﹤0.01% 464
2022
Q3
$46K Buy
17,548
+1,468
+9% +$3.85K ﹤0.01% 454
2022
Q2
$41K Buy
16,080
+22
+0.1% +$56 ﹤0.01% 466
2022
Q1
$56K Buy
16,058
+583
+4% +$2.03K ﹤0.01% 504
2021
Q4
$110K Buy
+15,475
New +$110K 0.01% 510