Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,504
Closed -$36.1K 4554
2023
Q3
$36.1K Hold
3,504
﹤0.01% 4238
2023
Q2
$22.9K Sell
3,504
-13,485
-79% -$88K ﹤0.01% 4381
2023
Q1
$268K Buy
16,989
+3,086
+22% +$48.6K ﹤0.01% 3722
2022
Q4
$185K Sell
13,903
-1,016
-7% -$13.5K ﹤0.01% 3903
2022
Q3
$538K Sell
14,919
-825
-5% -$29.8K ﹤0.01% 3483
2022
Q2
$869K Buy
15,744
+12,638
+407% +$698K ﹤0.01% 3373
2022
Q1
$279K Hold
3,106
﹤0.01% 3984
2021
Q4
$294K Buy
+3,106
New +$294K ﹤0.01% 4028