Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-188,763
Closed -$1.95M 172
2023
Q3
$1.95M Buy
188,763
+164,076
+665% +$1.7M 0.45% 52
2023
Q2
$257K Hold
24,687
0.06% 141
2023
Q1
$251K Hold
24,687
0.06% 143
2022
Q4
$245K Hold
24,687
0.07% 138
2022
Q3
$241K Hold
24,687
0.06% 198
2022
Q2
$238K Buy
+24,687
New +$238K 0.06% 206