Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-86
Closed 1359
2023
Q1
$0 Buy
+86
New ﹤0.01% 1410
2022
Q4
Sell
-1,000
Closed -$9K 1717
2022
Q3
$9K Sell
1,000
-420
-30% -$3.78K ﹤0.01% 1383
2022
Q2
$14K Sell
1,420
-691
-33% -$6.81K ﹤0.01% 1279
2022
Q1
$30K Sell
2,111
-2,100
-50% -$29.8K ﹤0.01% 1220
2021
Q4
$86K Sell
4,211
-2,500
-37% -$51.1K ﹤0.01% 984
2021
Q3
$153K Buy
6,711
+5,011
+295% +$114K 0.01% 796
2021
Q2
$35K Hold
1,700
﹤0.01% 1353
2021
Q1
$34K Sell
1,700
-1,800
-51% -$36K ﹤0.01% 1289
2020
Q4
$52K Buy
3,500
+1,700
+94% +$25.3K ﹤0.01% 995
2020
Q3
$18K Buy
+1,800
New +$18K ﹤0.01% 1162
2020
Q2
Hold
0
1518
2020
Q1
Hold
0
1402