Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$51K Hold
21,094
﹤0.01% 748
2023
Q2
$50K Hold
21,094
﹤0.01% 755
2023
Q1
$47K Sell
21,094
-12,702
-38% -$28.3K ﹤0.01% 773
2022
Q4
$79K Hold
33,796
﹤0.01% 814
2022
Q3
$80K Hold
33,796
﹤0.01% 757
2022
Q2
$90K Hold
33,796
﹤0.01% 798
2022
Q1
$130K Sell
33,796
-7,600
-18% -$29.2K ﹤0.01% 820
2021
Q4
$202K Sell
41,396
-42,276
-51% -$206K ﹤0.01% 771
2021
Q3
$369K Buy
83,672
+15,930
+24% +$70.3K 0.01% 640
2021
Q2
$265K Buy
67,742
+5,518
+9% +$21.6K 0.01% 676
2021
Q1
$197K Buy
62,224
+29,530
+90% +$93.5K ﹤0.01% 736
2020
Q4
$92K Hold
32,694
﹤0.01% 721
2020
Q3
$77K Hold
32,694
﹤0.01% 710
2020
Q2
$54K Sell
32,694
-4,000
-11% -$6.61K ﹤0.01% 667
2020
Q1
$57K Sell
36,694
-11,070
-23% -$17.2K ﹤0.01% 658
2019
Q4
$90K Hold
47,764
﹤0.01% 730
2019
Q3
$87K Hold
47,764
﹤0.01% 686
2019
Q2
$103K Sell
47,764
-1,712
-3% -$3.69K ﹤0.01% 708
2019
Q1
$98K Sell
49,476
-4
-0% -$8 ﹤0.01% 618
2018
Q4
$95K Hold
49,480
﹤0.01% 484
2018
Q3
$97K Buy
+49,480
New +$97K ﹤0.01% 493