Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-368
Closed -$27.2K 288
2023
Q2
$27.2K Sell
368
-40
-10% -$2.96K ﹤0.01% 258
2023
Q1
$32.2K Buy
408
+7
+2% +$552 ﹤0.01% 239
2022
Q4
$27.4K Buy
+401
New +$27.4K ﹤0.01% 312
2022
Q1
Sell
-591
Closed -$50K 528
2021
Q4
$50K Sell
591
-739
-56% -$62.5K ﹤0.01% 374
2021
Q3
$104K Sell
1,330
-248
-16% -$19.4K ﹤0.01% 315
2021
Q2
$120K Buy
1,578
+928
+143% +$70.6K ﹤0.01% 295
2021
Q1
$42K Sell
650
-22
-3% -$1.42K ﹤0.01% 297
2020
Q4
$36K Buy
+672
New +$36K ﹤0.01% 312
2020
Q1
Sell
-283
Closed -$14K 462
2019
Q4
$14K Buy
283
+63
+29% +$3.12K ﹤0.01% 293
2019
Q3
$10K Sell
220
-395
-64% -$18K ﹤0.01% 273
2019
Q2
$31K Buy
615
+119
+24% +$6K ﹤0.01% 181
2019
Q1
$19K Buy
496
+241
+95% +$9.23K ﹤0.01% 184
2018
Q4
$8K Buy
+255
New +$8K ﹤0.01% 181