Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Hold
0
506
2023
Q3
Hold
0
483
2020
Q4
Sell
-12,900
Closed -$35K 280
2020
Q3
$35K Hold
12,900
﹤0.01% 146
2020
Q2
$58K Hold
12,900
0.01% 135
2020
Q1
$67K Sell
12,900
-20,700
-62% -$108K 0.01% 105
2019
Q4
$378K Buy
+33,600
New +$378K 0.03% 151
2019
Q3
Hold
0
166
2019
Q2
Sell
-87,600
Closed -$1.01M 153
2019
Q1
$1.01M Buy
+87,600
New +$1.01M 0.18% 26