Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-473
Closed -$29K 1654
2022
Q4
$29K Hold
473
﹤0.01% 985
2022
Q3
$28K Hold
473
﹤0.01% 1082
2022
Q2
$30K Hold
473
﹤0.01% 1048
2022
Q1
$32K Hold
473
﹤0.01% 1196
2021
Q4
$32K Hold
473
﹤0.01% 1333
2021
Q3
$29K Sell
473
-480
-50% -$29.4K ﹤0.01% 1403
2021
Q2
$57K Buy
+953
New +$57K ﹤0.01% 1192
2021
Q1
Sell
-208
Closed -$11K 2206
2020
Q4
$11K Sell
208
-19,782
-99% -$1.05M ﹤0.01% 1429
2020
Q3
$1.02M Buy
+19,990
New +$1.02M 0.06% 184
2020
Q2
Sell
-4,191
Closed -$230K 1713
2020
Q1
$230K Buy
4,191
+2,912
+228% +$160K 0.01% 382
2019
Q4
$83K Buy
+1,279
New +$83K 0.01% 737
2019
Q3
Sell
-3,600
Closed -$216K 1661
2019
Q2
$216K Buy
+3,600
New +$216K 0.02% 440