Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-99
Closed -$9.24K 127
2023
Q3
$9.24K Hold
99
0.01% 91
2023
Q2
$12.7K Buy
+99
New +$12.7K 0.01% 89
2022
Q1
$5K Buy
+40
New +$5K ﹤0.01% 117
2020
Q4
Sell
-34,564
Closed -$3.56M 98
2020
Q3
$3.56M Buy
34,564
+11,032
+47% +$1.14M 3.16% 11
2020
Q2
$2.39M Buy
+23,532
New +$2.39M 1.9% 13
2019
Q4
$1.12M Buy
20,436
+16,172
+379% +$885K 0.91% 18
2019
Q3
$159K Buy
4,264
+60
+1% +$2.24K 0.15% 69
2019
Q2
$157K Buy
+4,204
New +$157K 0.15% 73