Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,032
Closed -$155K 307
2023
Q3
$155K Sell
6,032
-2,328
-28% -$59.8K ﹤0.01% 299
2023
Q2
$257K Sell
8,360
-1,727
-17% -$53K 0.01% 234
2023
Q1
$296K Buy
+10,087
New +$296K ﹤0.01% 229
2021
Q4
Sell
-15,910
Closed -$435K 239
2021
Q3
$435K Buy
+15,910
New +$435K 0.01% 302
2020
Q2
Sell
-143,126
Closed -$2.49M 128
2020
Q1
$2.49M Buy
143,126
+131,606
+1,142% +$2.28M 0.09% 61
2019
Q4
$237K Buy
+11,520
New +$237K 0.01% 63