Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-870
Closed -$30.7K 177
2023
Q2
$30.7K Buy
870
+299
+52% +$10.5K 0.03% 227
2023
Q1
$21.7K Sell
571
-300
-34% -$11.4K 0.02% 266
2022
Q4
$30.4K Buy
871
+6
+0.7% +$210 0.02% 202
2022
Q3
$25K Sell
865
-164
-16% -$4.74K 0.02% 230
2022
Q2
$29K Buy
1,029
+8
+0.8% +$225 0.02% 233
2022
Q1
$30K Sell
1,021
-67
-6% -$1.97K 0.02% 247
2021
Q4
$29K Sell
1,088
-292
-21% -$7.78K 0.02% 282
2021
Q3
$38K Buy
1,380
+9
+0.7% +$248 0.02% 261
2021
Q2
$36K Buy
1,371
+8
+0.6% +$210 0.02% 276
2021
Q1
$33K Buy
1,363
+209
+18% +$5.06K 0.02% 269
2020
Q4
$24K Buy
+1,154
New +$24K 0.02% 282