Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$300K Sell
6,531
-40
-0.6% -$1.84K 0.04% 110
2023
Q2
$284K Hold
6,571
0.04% 111
2023
Q1
$208K Sell
6,571
-2,235
-25% -$70.9K 0.03% 138
2022
Q4
$218K Hold
8,806
0.04% 117
2022
Q3
$233K Sell
8,806
-1,065
-11% -$28.2K 0.05% 103
2022
Q2
$202K Sell
9,871
-1,648
-14% -$33.7K 0.04% 115
2022
Q1
$411K Buy
11,519
+36
+0.3% +$1.28K 0.08% 76
2021
Q4
$481K Sell
11,483
-403
-3% -$16.9K 0.09% 73
2021
Q3
$532K Sell
11,886
-313
-3% -$14K 0.11% 66
2021
Q2
$611K Sell
12,199
-268
-2% -$13.4K 0.13% 59
2021
Q1
$680K Sell
12,467
-1,220
-9% -$66.5K 0.15% 56
2020
Q4
$698K Buy
13,687
+8,986
+191% +$458K 0.18% 53
2020
Q3
$171K Sell
4,701
-71
-1% -$2.58K 0.05% 106
2020
Q2
$148K Buy
4,772
+71
+2% +$2.2K 0.05% 112
2020
Q1
$131K Buy
+4,701
New +$131K 0.05% 100