Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-16
Closed 1316
2023
Q3
$0 Buy
16
+11
+220% ﹤0.01% 1416
2023
Q2
$0 Hold
5
﹤0.01% 1381
2023
Q1
$0 Sell
5
-2,131
-100% ﹤0.01% 1450
2022
Q4
$19K Buy
2,136
+2,036
+2,036% +$18.1K ﹤0.01% 1105
2022
Q3
$1K Buy
+100
New +$1K ﹤0.01% 1783
2022
Q2
Hold
0
1894
2022
Q1
Sell
-1,999
Closed -$98K 1975
2021
Q4
$98K Sell
1,999
-3,783
-65% -$185K ﹤0.01% 938
2021
Q3
$751K Buy
+5,782
New +$751K 0.03% 318
2021
Q2
Sell
-550
Closed -$194K 2115
2021
Q1
$194K Buy
+550
New +$194K 0.01% 682