Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,267
Closed -$14.3K 3556
2023
Q3
$14.3K Sell
2,267
-19,009
-89% -$120K ﹤0.01% 3536
2023
Q2
$115K Sell
21,276
-7,528
-26% -$40.7K ﹤0.01% 3345
2023
Q1
$272K Buy
28,804
+4,497
+19% +$42.5K ﹤0.01% 3107
2022
Q4
$350K Buy
24,307
+2,688
+12% +$38.8K ﹤0.01% 3080
2022
Q3
$720K Buy
21,619
+2,420
+13% +$80.6K ﹤0.01% 2896
2022
Q2
$1.1M Buy
19,199
+1,605
+9% +$92K ﹤0.01% 2753
2022
Q1
$2.89M Buy
17,594
+435
+3% +$71.4K ﹤0.01% 2519
2021
Q4
$2.49M Buy
+17,159
New +$2.49M ﹤0.01% 2628