Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,594
Closed -$25.1K 137
2023
Q2
$25.1K Hold
2,594
﹤0.01% 121
2023
Q1
$27.3K Buy
+2,594
New +$27.3K ﹤0.01% 119
2022
Q4
Sell
-8,668
Closed -$137K 149
2022
Q3
$137K Sell
8,668
-66,567
-88% -$1.05M 0.03% 106
2022
Q2
$1.63M Buy
75,235
+74,585
+11,475% +$1.62M 0.22% 37
2022
Q1
$13.7K Sell
650
-18,110
-97% -$381K ﹤0.01% 144
2021
Q4
$594K Sell
18,760
-15,405
-45% -$488K 0.05% 96
2021
Q3
$1.22M Buy
+34,165
New +$1.22M 0.07% 68
2021
Q1
Sell
-48,307
Closed -$2.35M 70
2020
Q4
$2.35M Sell
48,307
-13,663
-22% -$666K 0.36% 33
2020
Q3
$1.32M Buy
61,970
+17,545
+39% +$372K 0.38% 33
2020
Q2
$343K Buy
+44,425
New +$343K 0.16% 33