Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,057
Closed -$62.5K 4500
2023
Q3
$62.5K Hold
6,057
﹤0.01% 4229
2023
Q2
$39.5K Sell
6,057
-16,217
-73% -$106K ﹤0.01% 4475
2023
Q1
$351K Buy
22,274
+170
+0.8% +$2.68K ﹤0.01% 3869
2022
Q4
$294K Sell
22,104
-21,395
-49% -$284K ﹤0.01% 3953
2022
Q3
$1.57M Buy
43,499
+3,026
+7% +$109K ﹤0.01% 3481
2022
Q2
$2.23M Buy
40,473
+34,416
+568% +$1.9M ﹤0.01% 3440
2022
Q1
$543K Buy
6,057
+5,220
+624% +$468K ﹤0.01% 4018
2021
Q4
$79K Buy
+837
New +$79K ﹤0.01% 4619