Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,974
Closed -$101K 1545
2022
Q4
$101K Buy
+11,974
New +$101K ﹤0.01% 1154
2022
Q2
Sell
-42,261
Closed -$241K 1889
2022
Q1
$241K Sell
42,261
-3,238
-7% -$18.5K ﹤0.01% 1083
2021
Q4
$445K Buy
+45,499
New +$445K ﹤0.01% 839
2021
Q3
Hold
0
1712
2021
Q2
Hold
0
1658
2021
Q1
Hold
0
1542
2020
Q4
Hold
0
1373
2020
Q3
Hold
0
1050
2020
Q2
Hold
0
1114