Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,183
Closed -$219K 173
2022
Q4
$219K Sell
2,183
-2,417
-53% -$242K 0.05% 152
2022
Q3
$425K Sell
4,600
-709
-13% -$65.5K 0.08% 90
2022
Q2
$574K Buy
5,309
+1,949
+58% +$211K 0.06% 204
2022
Q1
$418K Buy
3,360
+48
+1% +$5.97K 0.04% 292
2021
Q4
$492K Buy
3,312
+1
+0% +$149 0.04% 267
2021
Q3
$486K Sell
3,311
-59
-2% -$8.66K 0.04% 262
2021
Q2
$560K Buy
3,370
+1
+0% +$166 0.05% 211
2021
Q1
$543K Buy
+3,369
New +$543K 0.06% 216
2018
Q1
Sell
-709
Closed -$139K 195
2017
Q4
$139K Buy
709
+30
+4% +$5.88K 0.05% 146
2017
Q3
$119K Buy
+679
New +$119K 0.06% 134
2017
Q2
Sell
-1,518
Closed -$243K 195
2017
Q1
$243K Buy
+1,518
New +$243K 0.18% 86