Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,755
Closed -$41.6K 146
2023
Q3
$41.6K Sell
11,755
-2,518
-18% -$8.91K 0.01% 140
2023
Q2
$58.8K Hold
14,273
0.01% 147
2023
Q1
$54.7K Hold
14,273
0.01% 144
2022
Q4
$49K Sell
14,273
-374
-3% -$1.28K 0.01% 135
2022
Q3
$59K Sell
14,647
-810
-5% -$3.26K 0.02% 135
2022
Q2
$93K Sell
15,457
-47,097
-75% -$283K 0.03% 138
2022
Q1
$743K Sell
62,554
-1,617
-3% -$19.2K 0.18% 78
2021
Q4
$1.15M Sell
64,171
-14,775
-19% -$265K 0.27% 68
2021
Q3
$2.32M Buy
78,946
+41,291
+110% +$1.21M 0.6% 43
2021
Q2
$1.85M Buy
+37,655
New +$1.85M 0.48% 52