Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-118
Closed 1640
2022
Q4
$0 Hold
118
﹤0.01% 1904
2022
Q3
$0 Hold
118
﹤0.01% 2047
2022
Q2
$1K Hold
118
﹤0.01% 1780
2022
Q1
$1K Sell
118
-3,400
-97% -$28.8K ﹤0.01% 1871
2021
Q4
$22K Hold
3,518
﹤0.01% 1447
2021
Q3
$26K Hold
3,518
﹤0.01% 1447
2021
Q2
$44K Buy
3,518
+342
+11% +$4.28K ﹤0.01% 1275
2021
Q1
$41K Sell
3,176
-22,965
-88% -$296K ﹤0.01% 1234
2020
Q4
$87K Sell
26,141
-47,932
-65% -$160K ﹤0.01% 830
2020
Q3
$289K Buy
+74,073
New +$289K 0.02% 405
2020
Q2
Sell
-200
Closed 1702
2020
Q1
$0 Sell
200
-4,500
-96% ﹤0.01% 1581
2019
Q4
$57K Buy
4,700
+3,200
+213% +$38.8K ﹤0.01% 855
2019
Q3
$23K Sell
1,500
-2,200
-59% -$33.7K ﹤0.01% 1018
2019
Q2
$54K Sell
3,700
-2,700
-42% -$39.4K 0.01% 887
2019
Q1
$144K Buy
6,400
+6,200
+3,100% +$140K 0.01% 539
2018
Q4
$2K Buy
+200
New +$2K ﹤0.01% 1462