Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Hold
0
1932
2023
Q3
Hold
0
1841
2023
Q1
Sell
-4,056
Closed -$78.3K 2001
2022
Q4
$78.3K Buy
+4,056
New +$78.3K ﹤0.01% 925
2022
Q3
Hold
0
2479
2022
Q2
Hold
0
2687
2022
Q1
Hold
0
2571
2021
Q3
Sell
-8,375
Closed -$188K 2544
2021
Q2
$188K Sell
8,375
-4,677
-36% -$105K ﹤0.01% 1235
2021
Q1
$260K Buy
13,052
+5,995
+85% +$119K ﹤0.01% 1071
2020
Q4
$140K Sell
7,057
-11,486
-62% -$228K ﹤0.01% 1169
2020
Q3
$327K Buy
+18,543
New +$327K ﹤0.01% 842
2020
Q2
Hold
0
1801