Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,440
Closed -$118K 494
2023
Q1
$118K Buy
+10,440
New +$118K 0.01% 493
2021
Q3
Sell
-3,035
Closed -$42K 622
2021
Q2
$42K Buy
+3,035
New +$42K 0.01% 741
2021
Q1
Sell
-2,565
Closed -$28K 941
2020
Q4
$28K Sell
2,565
-1,077
-30% -$11.8K ﹤0.01% 835
2020
Q3
$35K Hold
3,642
0.02% 496
2020
Q2
$35K Buy
+3,642
New +$35K 0.01% 716
2020
Q1
Sell
-7,361
Closed -$85K 1191
2019
Q4
$85K Buy
+7,361
New +$85K 0.01% 782