Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,189
Closed -$40K 1248
2023
Q3
$40K Hold
2,189
﹤0.01% 1189
2023
Q2
$86K Hold
2,189
﹤0.01% 936
2023
Q1
$82K Hold
2,189
﹤0.01% 1026
2022
Q4
$81K Hold
2,189
﹤0.01% 1087
2022
Q3
$67K Buy
2,189
+78
+4% +$2.39K ﹤0.01% 1129
2022
Q2
$73K Buy
2,111
+679
+47% +$23.5K ﹤0.01% 1079
2022
Q1
$58K Buy
1,432
+338
+31% +$13.7K ﹤0.01% 1155
2021
Q4
$65K Sell
1,094
-216
-16% -$12.8K ﹤0.01% 1108
2021
Q3
$89K Sell
1,310
-49
-4% -$3.33K ﹤0.01% 1016
2021
Q2
$108K Buy
+1,359
New +$108K ﹤0.01% 1020