Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$50.3K Sell
1,300
-244
-16% -$9.45K 0.01% 323
2023
Q2
$54.5K Hold
1,544
0.01% 312
2023
Q1
$58.6K Sell
1,544
-2,501
-62% -$94.9K 0.01% 301
2022
Q4
$141K Sell
4,045
-2,500
-38% -$87.3K 0.02% 163
2022
Q3
$187K Buy
6,545
+1,000
+18% +$28.6K 0.04% 125
2022
Q2
$157K Hold
5,545
0.03% 134
2022
Q1
$163K Hold
5,545
0.03% 148
2021
Q4
$148K Sell
5,545
-788
-12% -$21K 0.03% 155
2021
Q3
$173K Buy
6,333
+4,965
+363% +$136K 0.04% 136
2021
Q2
$36K Hold
1,368
0.01% 315
2021
Q1
$33K Buy
1,368
+998
+270% +$24.1K 0.01% 319
2020
Q4
$8K Sell
370
-40
-10% -$865 ﹤0.01% 484
2020
Q3
$7K Sell
410
-142
-26% -$2.42K ﹤0.01% 487
2020
Q2
$12K Buy
552
+128
+30% +$2.78K ﹤0.01% 442
2020
Q1
$10K Sell
424
-22
-5% -$519 ﹤0.01% 383
2019
Q4
$16K Buy
+446
New +$16K 0.01% 396