Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-272
Closed -$3.62K 6645
2022
Q4
$3.62K Sell
272
-2,445
-90% -$32.5K ﹤0.01% 5826
2022
Q3
$98K Sell
2,717
-2,630
-49% -$94.9K ﹤0.01% 5127
2022
Q2
$295K Buy
5,347
+916
+21% +$50.5K ﹤0.01% 4652
2022
Q1
$397K Sell
4,431
-6,689
-60% -$599K ﹤0.01% 4669
2021
Q4
$1.05M Sell
11,120
-6,246
-36% -$590K ﹤0.01% 3770
2021
Q3
$2.41M Sell
17,366
-41,259
-70% -$5.73M ﹤0.01% 2793
2021
Q2
$17.3M Buy
58,625
+39,843
+212% +$11.7M ﹤0.01% 1046
2021
Q1
$5.59M Sell
18,782
-14,069
-43% -$4.19M ﹤0.01% 1959
2020
Q4
$9.92M Buy
+32,851
New +$9.92M ﹤0.01% 1257