Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,600
Closed -$41K 1782
2023
Q3
$41K Sell
4,600
-2,300
-33% -$20.5K 0.01% 847
2023
Q2
$81.7K Buy
6,900
+2,400
+53% +$28.4K 0.01% 684
2023
Q1
$49.1K Buy
+4,500
New +$49.1K 0.01% 749
2020
Q2
Sell
-21,481
Closed -$277K 376
2020
Q1
$277K Sell
21,481
-2,999
-12% -$38.7K 0.01% 312
2019
Q4
$400K Buy
24,480
+400
+2% +$6.54K 0.04% 370
2019
Q3
$380K Buy
24,080
+9,670
+67% +$153K 0.04% 361
2019
Q2
$206K Hold
14,410
0.09% 253
2019
Q1
$159K Buy
14,410
+530
+4% +$5.85K 0.08% 225
2018
Q4
$76K Buy
13,880
+2,550
+23% +$14K 0.04% 206
2018
Q3
$96K Buy
11,330
+820
+8% +$6.95K 0.05% 219
2018
Q2
$138K Buy
+10,510
New +$138K 0.08% 210