Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-12,990
Closed -$15K 2017
2023
Q3
$15K Buy
12,990
+801
+7% +$925 ﹤0.01% 1932
2023
Q2
$14K Buy
+12,189
New +$14K ﹤0.01% 1902
2022
Q1
Sell
-14,870
Closed -$47K 1878
2021
Q4
$47K Sell
14,870
-5,035
-25% -$15.9K ﹤0.01% 1752
2021
Q3
$80K Buy
19,905
+6,382
+47% +$25.7K ﹤0.01% 1694
2021
Q2
$76K Buy
+13,523
New +$76K ﹤0.01% 1634