Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$57.1K Hold
176
0.01% 303
2023
Q2
$60.8K Sell
176
-38
-18% -$13.1K 0.01% 299
2023
Q1
$67.5K Sell
214
-17
-7% -$5.36K 0.01% 281
2022
Q4
$69.3K Hold
231
0.01% 254
2022
Q3
$62K Hold
231
0.01% 241
2022
Q2
$62K Sell
231
-2
-0.9% -$537 0.01% 241
2022
Q1
$76K Sell
233
-4
-2% -$1.31K 0.01% 235
2021
Q4
$71K Sell
237
-24
-9% -$7.19K 0.01% 246
2021
Q3
$75K Hold
261
0.02% 214
2021
Q2
$62K Sell
261
-28
-10% -$6.65K 0.01% 239
2021
Q1
$67K Sell
289
-270
-48% -$62.6K 0.02% 228
2020
Q4
$118K Buy
559
+270
+93% +$57K 0.03% 157
2020
Q3
$60K Sell
289
-18
-6% -$3.74K 0.02% 222
2020
Q2
$59K Sell
307
-113
-27% -$21.7K 0.02% 219
2020
Q1
$69K Sell
420
-84
-17% -$13.8K 0.03% 159
2019
Q4
$104K Buy
+504
New +$104K 0.05% 148