Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-66,180
Closed -$77K 430
2023
Q3
$77K Buy
66,180
+55,330
+510% +$64.4K ﹤0.01% 398
2023
Q2
$18K Hold
10,850
﹤0.01% 410
2023
Q1
$14K Sell
10,850
-20,000
-65% -$25.8K ﹤0.01% 408
2022
Q4
$46K Buy
30,850
+19,173
+164% +$28.6K ﹤0.01% 409
2022
Q3
$26K Hold
11,677
﹤0.01% 406
2022
Q2
$35K Sell
11,677
-3,173
-21% -$9.51K ﹤0.01% 418
2022
Q1
$72K Sell
14,850
-700
-5% -$3.39K ﹤0.01% 428
2021
Q4
$143K Sell
15,550
-3,800
-20% -$34.9K 0.01% 425
2021
Q3
$288K Sell
19,350
-400
-2% -$5.95K 0.01% 366
2021
Q2
$325K Sell
19,750
-200
-1% -$3.29K 0.01% 357
2021
Q1
$363K Sell
19,950
-57,926
-74% -$1.05M 0.02% 322
2020
Q4
$1.58M Buy
77,876
+6,461
+9% +$131K 0.08% 170
2020
Q3
$1.21M Sell
71,415
-6,051
-8% -$102K 0.08% 163
2020
Q2
$1.97M Buy
+77,466
New +$1.97M 0.11% 137