Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,500
Closed -$21K 75
2023
Q3
$21K Hold
3,500
0.01% 77
2023
Q2
$29K Hold
3,500
0.01% 84
2023
Q1
$22K Hold
3,500
0.01% 92
2022
Q4
$24K Hold
3,500
0.01% 93
2022
Q3
$29K Hold
3,500
0.01% 90
2022
Q2
$32K Hold
3,500
0.01% 96
2022
Q1
$75K Hold
3,500
0.02% 101
2021
Q4
$96K Sell
3,500
-8,000
-70% -$219K 0.03% 90
2021
Q3
$427K Buy
11,500
+8,000
+229% +$297K 0.14% 50
2021
Q2
$175K Buy
+3,500
New +$175K 0.06% 86