Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,235
Closed -$228K 133
2023
Q1
$228K Buy
+2,235
New +$228K 0.04% 131
2022
Q3
Sell
-2,235
Closed -$254K 142
2022
Q2
$254K Hold
2,235
0.06% 128
2022
Q1
$243K Sell
2,235
-7,097
-76% -$772K 0.05% 139
2021
Q4
$1.11M Buy
9,332
+5,624
+152% +$668K 0.19% 124
2021
Q3
$549K Buy
+3,708
New +$549K 0.1% 146
2020
Q4
Sell
-90
Closed -$26K 187
2020
Q3
$26K Buy
+90
New +$26K 0.01% 204
2018
Q2
Sell
-57
Closed -$10K 144
2018
Q1
$10K Hold
57
﹤0.01% 188
2017
Q4
$10K Buy
+57
New +$10K 0.01% 173