Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,221
Closed -$10K 2219
2023
Q3
$10K Sell
1,221
-16,579
-93% -$136K ﹤0.01% 2213
2023
Q2
$171K Sell
17,800
-3,493
-16% -$33.6K ﹤0.01% 1848
2023
Q1
$256K Buy
21,293
+1,108
+5% +$13.3K ﹤0.01% 1832
2022
Q4
$281K Buy
20,185
+1,056
+6% +$14.7K ﹤0.01% 1831
2022
Q3
$174K Sell
19,129
-3,788
-17% -$34.5K ﹤0.01% 1896
2022
Q2
$182K Buy
22,917
+3,401
+17% +$27K ﹤0.01% 1834
2022
Q1
$125K Hold
19,516
﹤0.01% 1950
2021
Q4
$177K Hold
19,516
﹤0.01% 1891
2021
Q3
$204K Hold
19,516
﹤0.01% 1897
2021
Q2
$274K Hold
19,516
﹤0.01% 1864
2021
Q1
$271K Sell
19,516
-2,202
-10% -$30.6K ﹤0.01% 1872
2020
Q4
$265K Sell
21,718
-2,457
-10% -$30K ﹤0.01% 1906
2020
Q3
$383K Buy
24,175
+2,834
+13% +$44.9K ﹤0.01% 1744
2020
Q2
$481K Buy
+21,341
New +$481K ﹤0.01% 1703