Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,620
Closed -$117K 377
2022
Q4
$117K Buy
+1,620
New +$117K ﹤0.01% 422
2021
Q4
Sell
-34,262
Closed -$1.79M 51
2021
Q3
$1.79M Buy
34,262
+26,751
+356% +$1.39M 0.02% 154
2021
Q2
$403K Sell
7,511
-300
-4% -$16.1K 0.01% 199
2021
Q1
$400K Buy
+7,811
New +$400K 0.01% 97
2020
Q3
Hold
0
35
2020
Q2
Hold
0
79