Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-19,910
Closed -$268K 449
2023
Q3
$268K Buy
19,910
+2,536
+15% +$34.1K 0.01% 239
2023
Q2
$221K Buy
+17,374
New +$221K ﹤0.01% 384
2023
Q1
Sell
-16,259
Closed -$223K 542
2022
Q4
$223K Buy
+16,259
New +$223K 0.01% 354
2021
Q4
Sell
-7,675
Closed -$189K 615
2021
Q3
$189K Buy
7,675
+4,033
+111% +$99.3K ﹤0.01% 532
2021
Q2
$82K Buy
3,642
+2,293
+170% +$51.6K ﹤0.01% 579
2021
Q1
$25K Buy
+1,349
New +$25K ﹤0.01% 662