Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-29,866
Closed -$64K 77
2023
Q3
$64K Hold
29,866
0.04% 65
2023
Q2
$79K Hold
29,866
0.04% 70
2023
Q1
$81K Hold
29,866
0.04% 73
2022
Q4
$77K Hold
29,866
0.04% 77
2022
Q3
$32K Hold
29,866
0.01% 88
2022
Q2
$48K Hold
29,866
0.02% 89
2022
Q1
$104K Sell
29,866
-60,000
-67% -$209K 0.03% 87
2021
Q4
$281K Buy
+89,866
New +$281K 0.09% 59
2021
Q2
Sell
-70,000
Closed -$209K 135
2021
Q1
$209K Buy
+70,000
New +$209K 0.08% 73