Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,042
Closed -$60.9K 313
2023
Q3
$60.9K Buy
+1,042
New +$60.9K 0.01% 211
2022
Q2
Sell
-1,958
Closed -$226K 142
2022
Q1
$226K Buy
1,958
+135
+7% +$15.6K 0.03% 124
2021
Q4
$344K Buy
1,823
+203
+13% +$38.3K 0.04% 106
2021
Q3
$0 Hold
1,620
﹤0.01% 114
2021
Q2
$0 Hold
1,620
﹤0.01% 105
2021
Q1
$1M Hold
1,620
0.13% 94
2020
Q4
$1M Buy
1,620
+550
+51% +$340K 0.15% 84
2020
Q3
$211K Buy
+1,070
New +$211K 0.04% 92