Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,750
Closed -$2.14M 54
2023
Q3
$2.14M Buy
5,750
+4,200
+271% +$1.56M 1.41% 26
2023
Q2
$591K Hold
1,550
0.36% 66
2023
Q1
$551K Hold
1,550
0.35% 68
2022
Q4
$506K Hold
1,550
0.34% 71
2022
Q3
$418K Hold
1,550
0.31% 75
2022
Q2
$446K Hold
1,550
0.3% 71
2022
Q1
$495K Hold
1,550
0.29% 70
2021
Q4
$537K Hold
1,550
0.3% 68
2021
Q3
$455K Hold
1,550
0.37% 73
2021
Q2
$448K Hold
1,550
0.37% 73
2021
Q1
$434K Hold
1,550
0.39% 73
2020
Q4
$408K Buy
+1,550
New +$408K 0.37% 73