Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,450
Closed -$63K 458
2023
Q3
$63K Buy
3,450
+1,246
+57% +$22.8K ﹤0.01% 460
2023
Q2
$87K Sell
2,204
-9,547
-81% -$377K 0.01% 422
2023
Q1
$439K Hold
11,751
0.01% 753
2022
Q4
$436K Hold
11,751
0.01% 708
2022
Q3
$361K Buy
11,751
+9,726
+480% +$299K 0.01% 735
2022
Q2
$70.3K Hold
2,025
﹤0.01% 814
2022
Q1
$82.6K Hold
2,025
﹤0.01% 814
2021
Q4
$119K Hold
2,025
﹤0.01% 813
2021
Q3
$138K Sell
2,025
-8,192
-80% -$558K ﹤0.01% 834
2021
Q2
$814K Hold
10,217
0.01% 780
2021
Q1
$865K Hold
10,217
0.01% 716
2020
Q4
$918K Buy
+10,217
New +$918K 0.01% 740