Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-16,265
Closed -$32.5K 1873
2023
Q2
$32.5K Buy
16,265
+2,142
+15% +$4.28K ﹤0.01% 933
2023
Q1
$16.9K Sell
14,123
-11,660
-45% -$14K ﹤0.01% 1087
2022
Q4
$24.6K Buy
25,783
+8,358
+48% +$7.97K ﹤0.01% 1042
2022
Q3
$16K Sell
17,425
-269
-2% -$247 ﹤0.01% 1117
2022
Q2
$19K Buy
+17,694
New +$19K ﹤0.01% 1009
2021
Q3
Sell
-15,464
Closed -$37K 1144
2021
Q2
$37K Buy
15,464
+1,825
+13% +$4.37K ﹤0.01% 626
2021
Q1
$31K Buy
+13,639
New +$31K ﹤0.01% 526
2019
Q2
Sell
-14,327
Closed -$72K 1265
2019
Q1
$72K Buy
+14,327
New +$72K ﹤0.01% 643