Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Hold
0
1331
2023
Q3
Sell
-1,206
Closed -$16K 1427
2023
Q2
$16K Buy
+1,206
New +$16K ﹤0.01% 867
2023
Q1
Sell
-100
Closed 1462
2022
Q4
$0 Buy
+100
New ﹤0.01% 1762
2022
Q3
Hold
0
1922
2021
Q3
Sell
-412
Closed -$10K 2125
2021
Q2
$10K Buy
+412
New +$10K ﹤0.01% 1707
2021
Q1
Sell
-5,745
Closed -$131K 2044
2020
Q4
$131K Buy
5,745
+4,925
+601% +$112K 0.01% 702
2020
Q3
$10K Buy
820
+267
+48% +$3.26K ﹤0.01% 1301
2020
Q2
$6K Buy
+553
New +$6K ﹤0.01% 1303
2019
Q3
Hold
0
1497
2019
Q2
Hold
0
1581
2019
Q1
Hold
0
1514