Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-18,779
Closed -$27.6K 1040
2023
Q2
$27.6K Buy
+18,779
New +$27.6K ﹤0.01% 1020
2023
Q1
Sell
-141,000
Closed -$62K 990
2022
Q4
$62K Buy
141,000
+45,000
+47% +$19.8K ﹤0.01% 825
2022
Q3
$100K Buy
96,000
+35,500
+59% +$37K ﹤0.01% 803
2022
Q2
$67K Buy
+60,500
New +$67K ﹤0.01% 799
2022
Q1
Sell
-15,000
Closed -$75K 879
2021
Q4
$75K Buy
+15,000
New +$75K ﹤0.01% 863