Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,815
Closed -$34.6K 531
2023
Q2
$34.6K Buy
2,815
+2,643
+1,537% +$32.5K 0.03% 326
2023
Q1
$2.07K Sell
172
-128
-43% -$1.54K ﹤0.01% 463
2022
Q4
$2.57K Hold
300
﹤0.01% 420
2022
Q3
$2K Sell
300
-75
-20% -$500 ﹤0.01% 414
2022
Q2
$3K Sell
375
-28,500
-99% -$228K ﹤0.01% 404
2022
Q1
$260K Hold
28,875
0.17% 110
2021
Q4
$303K Buy
+28,875
New +$303K 0.19% 92
2021
Q1
Sell
-22,540
Closed -$158K 515
2020
Q4
$158K Buy
+22,540
New +$158K 0.13% 161