Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,165
Closed -$14K 245
2023
Q3
$14K Sell
1,165
-549
-32% -$6.6K 0.01% 179
2023
Q2
$26K Hold
1,714
0.02% 144
2023
Q1
$22K Buy
1,714
+1,282
+297% +$16.5K 0.01% 111
2022
Q4
$5K Buy
+432
New +$5K ﹤0.01% 191
2020
Q3
$25K Hold
3,784
0.04% 174
2020
Q2
$23K Sell
3,784
-946
-20% -$5.75K 0.02% 181
2020
Q1
$23K Sell
4,730
-1,900
-29% -$9.24K 0.04% 199
2019
Q4
$62K Buy
+6,630
New +$62K 0.06% 185