Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,562
Closed -$371K 183
2023
Q2
$371K Sell
3,562
-17,176
-83% -$1.79M ﹤0.01% 152
2023
Q1
$2.09M Buy
+20,738
New +$2.09M 0.01% 64
2021
Q1
Hold
0
538
2020
Q4
Hold
0
371
2020
Q3
Hold
0
322
2020
Q2
Hold
0
252
2019
Q1
Sell
-10,700
Closed -$678K 963
2018
Q4
$678K Buy
+10,700
New +$678K 0.01% 712