Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$336K Hold
7,357
0.01% 337
2023
Q3
$213K Hold
7,357
0.01% 375
2023
Q2
$296K Hold
7,357
0.01% 323
2023
Q1
$331K Sell
7,357
-2,500
-25% -$112K 0.01% 306
2022
Q4
$281K Sell
9,857
-190
-2% -$5.42K 0.01% 321
2022
Q3
$360K Buy
10,047
+100
+1% +$3.58K 0.02% 281
2022
Q2
$327K Buy
9,947
+2,525
+34% +$83K 0.01% 296
2022
Q1
$343K Buy
7,422
+200
+3% +$9.24K 0.01% 287
2021
Q4
$745K Buy
7,222
+3,327
+85% +$343K 0.03% 212
2021
Q3
$294K Sell
3,895
-300
-7% -$22.6K 0.01% 315
2021
Q2
$377K Buy
+4,195
New +$377K 0.02% 281