Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,173
Closed -$76K 1262
2023
Q3
$76K Sell
11,173
-301
-3% -$2.05K ﹤0.01% 1028
2023
Q2
$98K Buy
+11,474
New +$98K ﹤0.01% 926
2022
Q1
Hold
0
1518
2021
Q4
Hold
0
1671
2021
Q3
Sell
-22,636
Closed -$151K 1914
2021
Q2
$151K Sell
22,636
-9,692
-30% -$64.7K ﹤0.01% 1557
2021
Q1
$201K Buy
+32,328
New +$201K ﹤0.01% 1475
2020
Q4
Hold
0
1453
2020
Q3
Hold
0
1234
2020
Q2
Hold
0
1272
2020
Q1
Sell
-173,798
Closed -$1.18M 1281
2019
Q4
$1.18M Buy
173,798
+127,338
+274% +$867K ﹤0.01% 598
2019
Q3
$321K Buy
+46,460
New +$321K ﹤0.01% 838
2019
Q2
Hold
0
1203
2018
Q1
Sell
-61,954
Closed -$361K 1391
2017
Q4
$361K Buy
+61,954
New +$361K ﹤0.01% 1020
2017
Q3
Hold
0
1258
2017
Q2
Hold
0
1246