Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,150
Closed -$122K 316
2023
Q2
$122K Hold
10,150
0.09% 182
2023
Q1
$122K Buy
+10,150
New +$122K 0.09% 182
2021
Q1
Sell
-5,247
Closed -$37K 312
2020
Q4
$37K Sell
5,247
-800
-13% -$5.64K 0.03% 241
2020
Q3
$16K Hold
6,047
0.02% 250
2020
Q2
$27K Sell
6,047
-2,300
-28% -$10.3K 0.03% 237
2020
Q1
$43K Sell
8,347
-1,000
-11% -$5.15K 0.05% 215
2019
Q4
$105K Buy
+9,347
New +$105K 0.1% 177