Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,963
Closed -$15K 3029
2023
Q1
$15K Sell
1,963
-299
-13% -$2.29K ﹤0.01% 2731
2022
Q4
$28K Hold
2,262
﹤0.01% 2643
2022
Q3
$47K Buy
2,262
+34
+2% +$706 ﹤0.01% 2483
2022
Q2
$62K Buy
2,228
+338
+18% +$9.41K ﹤0.01% 2370
2022
Q1
$83K Sell
1,890
-159
-8% -$6.98K ﹤0.01% 2267
2021
Q4
$113K Sell
2,049
-39
-2% -$2.15K ﹤0.01% 2051
2021
Q3
$129K Sell
2,088
-104
-5% -$6.43K ﹤0.01% 2052
2021
Q2
$186K Buy
2,192
+618
+39% +$52.4K ﹤0.01% 2046
2021
Q1
$124K Buy
1,574
+256
+19% +$20.2K ﹤0.01% 1541
2020
Q4
$77K Buy
1,318
+60
+5% +$3.51K ﹤0.01% 1539
2020
Q3
$43K Buy
1,258
+95
+8% +$3.25K ﹤0.01% 1465
2020
Q2
$54K Sell
1,163
-39
-3% -$1.81K ﹤0.01% 1447
2020
Q1
$19K Buy
1,202
+116
+11% +$1.83K ﹤0.01% 1623
2019
Q4
$30K Buy
1,086
+31
+3% +$856 ﹤0.01% 1812
2019
Q3
$31K Sell
1,055
-437
-29% -$12.8K ﹤0.01% 1745
2019
Q2
$43K Buy
+1,492
New +$43K ﹤0.01% 1759