Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$53.4K Buy
190
+90
+90% +$25.3K 0.01% 423
2023
Q1
$25.5K Sell
100
-15
-13% -$3.83K ﹤0.01% 542
2022
Q4
$38K Sell
115
-45
-28% -$14.9K ﹤0.01% 460
2022
Q3
$44K Buy
160
+97
+154% +$26.7K 0.01% 422
2022
Q2
$17K Hold
63
﹤0.01% 583
2022
Q1
$15K Hold
63
﹤0.01% 646
2021
Q4
$14K Buy
63
+30
+91% +$6.67K ﹤0.01% 682
2021
Q3
$7K Sell
33
-32
-49% -$6.79K ﹤0.01% 775
2021
Q2
$15K Hold
65
﹤0.01% 685
2021
Q1
$16K Buy
+65
New +$16K ﹤0.01% 646
2020
Q3
Sell
-120
Closed -$23K 875
2020
Q2
$23K Hold
120
﹤0.01% 409
2020
Q1
$21K Hold
120
﹤0.01% 442
2019
Q4
$25K Sell
120
-2,745
-96% -$572K 0.01% 367
2019
Q3
$435K Hold
2,865
0.11% 122
2019
Q2
$451K Buy
2,865
+2,500
+685% +$394K 0.12% 117
2019
Q1
$59K Sell
365
-73
-17% -$11.8K 0.02% 260
2018
Q4
$83K Buy
+438
New +$83K 0.03% 219