Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,906
Closed -$18.3K 487
2023
Q3
$18.3K Hold
2,906
﹤0.01% 427
2023
Q2
$15.7K Sell
2,906
-28
-1% -$151 ﹤0.01% 488
2023
Q1
$27.7K Hold
2,934
﹤0.01% 573
2022
Q4
$42.3K Sell
2,934
-6,825
-70% -$98.4K ﹤0.01% 640
2022
Q3
$325K Sell
9,759
-1,967
-17% -$65.5K ﹤0.01% 683
2022
Q2
$672K Sell
11,726
-9,036
-44% -$518K 0.01% 704
2022
Q1
$3.41M Sell
20,762
-1,288
-6% -$211K 0.05% 500
2021
Q4
$3.2M Sell
22,050
-1,283
-5% -$186K 0.05% 447
2021
Q3
$3.83M Buy
+23,333
New +$3.83M 0.09% 253