Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,645
Closed -$235K 2055
2023
Q2
$235K Sell
5,645
-2,595
-31% -$108K ﹤0.01% 1774
2023
Q1
$316K Buy
+8,240
New +$316K ﹤0.01% 1552
2022
Q4
Sell
-10,576
Closed -$273K 1716
2022
Q3
$273K Buy
+10,576
New +$273K ﹤0.01% 1522
2022
Q2
Sell
-10,457
Closed -$310K 2137
2022
Q1
$310K Sell
10,457
-567
-5% -$16.8K ﹤0.01% 1656
2021
Q4
$420K Hold
11,024
﹤0.01% 1541
2021
Q3
$352K Buy
+11,024
New +$352K ﹤0.01% 1655
2020
Q3
Sell
-153
Closed -$3K 1906
2020
Q2
$3K Buy
+153
New +$3K ﹤0.01% 3418