Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,638
Closed -$35.5K 1632
2023
Q3
$35.5K Hold
3,638
﹤0.01% 1522
2023
Q2
$60K Sell
3,638
-220
-6% -$3.63K ﹤0.01% 1509
2023
Q1
$36K Buy
3,858
+100
+3% +$933 ﹤0.01% 1312
2022
Q4
$16K Sell
3,758
-146
-4% -$622 ﹤0.01% 1027
2022
Q3
$35K Buy
3,904
+340
+10% +$3.05K ﹤0.01% 937
2022
Q2
$24K Buy
+3,564
New +$24K ﹤0.01% 968
2022
Q1
Sell
-2,744
Closed -$108K 997
2021
Q4
$108K Buy
+2,744
New +$108K ﹤0.01% 964