Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-77,810
Closed -$743K 1210
2023
Q1
$743K Buy
77,810
+10,000
+15% +$95.4K ﹤0.01% 697
2022
Q4
$640K Hold
67,810
﹤0.01% 739
2022
Q3
$646K Hold
67,810
﹤0.01% 736
2022
Q2
$522K Hold
67,810
﹤0.01% 781
2022
Q1
$793K Sell
67,810
-88
-0.1% -$1.03K ﹤0.01% 741
2021
Q4
$1.15M Buy
67,898
+67,810
+77,057% +$1.15M ﹤0.01% 692
2021
Q3
$3K Hold
88
﹤0.01% 1032
2021
Q2
$6K Buy
88
+20
+29% +$1.36K ﹤0.01% 1003
2021
Q1
$4K Hold
68
﹤0.01% 977
2020
Q4
$6K Buy
+68
New +$6K ﹤0.01% 923