Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,388
Closed -$7K 1189
2023
Q1
$7K Buy
+3,388
New +$7K ﹤0.01% 1145
2022
Q4
Sell
-3,680
Closed -$10K 1189
2022
Q3
$10K Buy
3,680
+289
+9% +$785 ﹤0.01% 1133
2022
Q2
$9K Sell
3,391
-3,867
-53% -$10.3K ﹤0.01% 1180
2022
Q1
$63K Buy
7,258
+3,503
+93% +$30.4K ﹤0.01% 1224
2021
Q4
$39K Buy
+3,755
New +$39K ﹤0.01% 1227
2019
Q3
Sell
-3,897
Closed -$40K 1098
2019
Q2
$40K Buy
3,897
+534
+16% +$5.48K ﹤0.01% 1058
2019
Q1
$25K Sell
3,363
-3,245
-49% -$24.1K ﹤0.01% 1072
2018
Q4
$46K Buy
6,608
+1,197
+22% +$8.33K ﹤0.01% 1013
2018
Q3
$50K Sell
5,411
-1,431
-21% -$13.2K ﹤0.01% 1070
2018
Q2
$57K Buy
+6,842
New +$57K ﹤0.01% 1082