Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,465
Closed -$1.46M 155
2023
Q3
$1.46M Hold
1,465
0.01% 149
2023
Q2
$1.45M Hold
1,465
0.01% 156
2023
Q1
$1.45M Buy
+1,465
New +$1.45M 0.01% 147
2021
Q4
Sell
-3,837
Closed -$267K 194
2021
Q3
$267K Buy
3,837
+905
+31% +$63K 0.01% 245
2021
Q2
$206K Buy
+2,932
New +$206K 0.01% 294
2020
Q3
Sell
-4,901
Closed -$257K 299
2020
Q2
$257K Buy
+4,901
New +$257K 0.01% 200