Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,666
Closed -$27K 1848
2023
Q4
$27K Sell
1,666
-548
-25% -$8.88K ﹤0.01% 1828
2023
Q3
$27K Sell
2,214
-1,758
-44% -$21.4K ﹤0.01% 1824
2023
Q2
$57K Hold
3,972
﹤0.01% 1332
2023
Q1
$61K Hold
3,972
﹤0.01% 1340
2022
Q4
$69K Hold
3,972
﹤0.01% 1316
2022
Q3
$51K Hold
3,972
﹤0.01% 1389
2022
Q2
$45K Buy
+3,972
New +$45K ﹤0.01% 1433
2019
Q2
Sell
-31,551
Closed -$572K 1461
2019
Q1
$572K Buy
+31,551
New +$572K ﹤0.01% 1043
2018
Q4
Sell
-34,632
Closed -$707K 1313
2018
Q3
$707K Buy
34,632
+30,217
+684% +$617K 0.01% 1021
2018
Q2
$88K Buy
+4,415
New +$88K ﹤0.01% 1200