Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,000
Closed -$50K 850
2023
Q3
$50K Hold
10,000
﹤0.01% 836
2023
Q2
$91.3K Hold
10,000
﹤0.01% 839
2023
Q1
$94.5K Hold
10,000
﹤0.01% 863
2022
Q4
$99.8K Sell
10,000
-5,000
-33% -$49.9K ﹤0.01% 864
2022
Q3
$179K Hold
15,000
﹤0.01% 838
2022
Q2
$123K Hold
15,000
﹤0.01% 869
2022
Q1
$119K Hold
15,000
﹤0.01% 895
2021
Q4
$141K Buy
+15,000
New +$141K ﹤0.01% 897