Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-40
Closed -$5K 47
2023
Q3
$5K Sell
40
-95
-70% -$11.9K ﹤0.01% 49
2023
Q2
$18K Sell
135
-165
-55% -$22K 0.01% 44
2023
Q1
$31K Hold
300
0.02% 40
2022
Q4
$25K Buy
300
+40
+15% +$3.33K 0.02% 37
2022
Q3
$29K Sell
260
-260
-50% -$29K 0.02% 36
2022
Q2
$55K Buy
520
+160
+44% +$16.9K 0.04% 33
2022
Q1
$59K Buy
360
+320
+800% +$52.4K 0.03% 31
2021
Q4
$7K Sell
40
-420
-91% -$73.5K ﹤0.01% 39
2021
Q3
$76K Buy
460
+40
+10% +$6.61K 0.05% 31
2021
Q2
$72K Sell
420
-300
-42% -$51.4K 0.04% 30
2021
Q1
$111K Buy
+720
New +$111K 0.07% 23