Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-7,226
Closed -$70.5K 247
2023
Q3
$70.5K Hold
7,226
0.02% 238
2023
Q2
$138K Hold
7,226
0.04% 243
2023
Q1
$66.8K Hold
7,226
0.02% 248
2022
Q4
$30.7K Hold
7,226
0.01% 233
2022
Q3
$69K Sell
7,226
-180
-2% -$1.72K 0.02% 222
2022
Q2
$49K Buy
7,406
+300
+4% +$1.99K 0.02% 227
2022
Q1
$196K Buy
7,106
+90
+1% +$2.48K 0.05% 235
2021
Q4
$275K Buy
7,016
+3,856
+122% +$151K 0.08% 184
2021
Q3
$133K Buy
3,160
+520
+20% +$21.9K 0.04% 221
2021
Q2
$58K Buy
+2,640
New +$58K 0.02% 259