Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-609
Closed -$47K 2228
2023
Q3
$47K Hold
609
﹤0.01% 1675
2023
Q2
$51.3K Sell
609
-503
-45% -$42.4K ﹤0.01% 1665
2023
Q1
$75.6K Buy
1,112
+302
+37% +$20.5K ﹤0.01% 1704
2022
Q4
$48.6K Buy
810
+381
+89% +$22.9K ﹤0.01% 1715
2022
Q3
$28K Buy
+429
New +$28K ﹤0.01% 1744
2022
Q2
Sell
-14
Closed -$1K 2300
2022
Q1
$1K Sell
14
-7,571
-100% -$541K ﹤0.01% 2130
2021
Q4
$518K Sell
7,585
-20,905
-73% -$1.43M ﹤0.01% 1473
2021
Q3
$2.16M Sell
28,490
-100,715
-78% -$7.64M ﹤0.01% 1022
2021
Q2
$10.8M Buy
129,205
+25,455
+25% +$2.13M 0.02% 626
2021
Q1
$5.39M Buy
103,750
+38,023
+58% +$1.97M 0.01% 832
2020
Q4
$3.39M Buy
65,727
+65,709
+365,050% +$3.39M 0.01% 913
2020
Q3
$1K Sell
18
-90
-83% -$5K ﹤0.01% 2202
2020
Q2
$2K Buy
+108
New +$2K ﹤0.01% 2100