Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,662
Closed -$50K 4582
2023
Q2
$50K Hold
6,662
﹤0.01% 4417
2023
Q1
$27.2K Hold
6,662
﹤0.01% 4636
2022
Q4
$30.6K Hold
6,662
﹤0.01% 4666
2022
Q3
$65K Sell
6,662
-2,720
-29% -$26.5K ﹤0.01% 4597
2022
Q2
$99K Sell
9,382
-86,966
-90% -$918K ﹤0.01% 4543
2022
Q1
$4.07M Buy
96,348
+7,818
+9% +$330K ﹤0.01% 3283
2021
Q4
$3.72M Buy
88,530
+50,382
+132% +$2.12M ﹤0.01% 3380
2021
Q3
$3.16M Buy
38,148
+8,741
+30% +$725K ﹤0.01% 3470
2021
Q2
$3.51M Buy
+29,407
New +$3.51M ﹤0.01% 3395