Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,084
Closed -$7.88K 4120
2023
Q3
$7.88K Buy
5,084
+433
+9% +$671 ﹤0.01% 3254
2023
Q2
$8.79K Sell
4,651
-10,081
-68% -$19.1K ﹤0.01% 3280
2023
Q1
$27.8K Hold
14,732
﹤0.01% 2811
2022
Q4
$28.1K Buy
+14,732
New +$28.1K ﹤0.01% 2811
2022
Q2
Sell
-252
Closed -$1K 4199
2022
Q1
$1K Sell
252
-1,563
-86% -$6.2K ﹤0.01% 3971
2021
Q4
$11K Sell
1,815
-526
-22% -$3.19K ﹤0.01% 3376
2021
Q3
$21K Buy
+2,341
New +$21K ﹤0.01% 3099