Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,567
Closed -$41.4K 4508
2023
Q3
$41.4K Hold
6,567
﹤0.01% 4209
2023
Q2
$35.5K Sell
6,567
-21,302
-76% -$115K ﹤0.01% 4296
2023
Q1
$263K Sell
27,869
-590
-2% -$5.57K ﹤0.01% 3730
2022
Q4
$410K Buy
28,459
+14,062
+98% +$203K ﹤0.01% 3567
2022
Q3
$480K Buy
14,397
+361
+3% +$12K ﹤0.01% 3525
2022
Q2
$804K Buy
14,036
+6,363
+83% +$364K ﹤0.01% 3399
2022
Q1
$1.26M Sell
7,673
-139
-2% -$22.8K ﹤0.01% 3318
2021
Q4
$1.13M Buy
+7,812
New +$1.13M ﹤0.01% 3491