Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,678
Closed -$267K 471
2023
Q2
$267K Buy
1,678
+31
+2% +$4.93K 0.02% 423
2023
Q1
$261K Buy
1,647
+39
+2% +$6.17K 0.02% 422
2022
Q4
$226K Buy
+1,608
New +$226K 0.02% 459
2022
Q2
Sell
-1,358
Closed -$237K 483
2022
Q1
$237K Hold
1,358
0.02% 426
2021
Q4
$237K Buy
+1,358
New +$237K 0.02% 426
2021
Q3
Sell
-1,147
Closed -$206K 433
2021
Q2
$206K Sell
1,147
-126
-10% -$22.6K 0.02% 402
2021
Q1
$246K Buy
1,273
+12
+1% +$2.32K 0.02% 324
2020
Q4
$255K Buy
1,261
+141
+13% +$28.5K 0.03% 291
2020
Q3
$235K Sell
1,120
-5
-0.4% -$1.05K 0.03% 250
2020
Q2
$247K Buy
+1,125
New +$247K 0.03% 235