Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-30,000
Closed -$40.8K 924
2023
Q1
$40.8K Hold
30,000
﹤0.01% 880
2022
Q4
$45.9K Hold
30,000
﹤0.01% 855
2022
Q3
$88K Buy
30,000
+14,925
+99% +$43.8K ﹤0.01% 771
2022
Q2
$28K Buy
15,075
+75
+0.5% +$139 ﹤0.01% 884
2022
Q1
$65K Hold
15,000
﹤0.01% 891
2021
Q4
$81K Hold
15,000
﹤0.01% 891
2021
Q3
$206K Hold
15,000
﹤0.01% 834
2021
Q2
$246K Hold
15,000
﹤0.01% 748
2021
Q1
$287K Sell
15,000
-5,000
-25% -$95.7K ﹤0.01% 673
2020
Q4
$124K Hold
20,000
﹤0.01% 770
2020
Q3
$58K Hold
20,000
﹤0.01% 726
2020
Q2
$85K Hold
20,000
﹤0.01% 744
2020
Q1
$51K Buy
+20,000
New +$51K ﹤0.01% 710