Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,147
Closed -$21K 1101
2023
Q3
$21K Hold
2,147
﹤0.01% 1049
2023
Q2
$35K Sell
2,147
-1,282
-37% -$20.9K ﹤0.01% 1044
2023
Q1
$32K Buy
3,429
+46
+1% +$429 ﹤0.01% 1053
2022
Q4
$14K Sell
3,383
-615
-15% -$2.55K ﹤0.01% 1041
2022
Q3
$36K Buy
3,998
+198
+5% +$1.78K ﹤0.01% 1020
2022
Q2
$25K Buy
+3,800
New +$25K ﹤0.01% 1055
2022
Q1
Sell
-4,682
Closed -$184K 1146
2021
Q4
$184K Buy
+4,682
New +$184K 0.01% 1071
2021
Q3
Sell
-2,300
Closed -$51K 1205
2021
Q2
$51K Buy
+2,300
New +$51K ﹤0.01% 1147