Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,250
Closed -$138K 643
2023
Q3
$138K Buy
+1,250
New +$138K 0.01% 225
2023
Q1
Sell
-19,867
Closed -$2.96M 624
2022
Q4
$2.96M Sell
19,867
-34,227
-63% -$5.1M 0.31% 45
2022
Q3
$4.99M Buy
+54,094
New +$4.99M 0.48% 38
2022
Q2
Hold
0
637
2022
Q1
Sell
-105
Closed -$24K 593
2021
Q4
$24K Buy
+105
New +$24K ﹤0.01% 426
2021
Q3
Hold
0
486