Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$49K Sell
18,987
-619
-3% -$1.6K ﹤0.01% 447
2023
Q2
$62.3K Sell
19,606
-935
-5% -$2.97K ﹤0.01% 471
2023
Q1
$57.9K Buy
20,541
+4,951
+32% +$14K ﹤0.01% 471
2022
Q4
$44.6K Sell
15,590
-4,140
-21% -$11.8K ﹤0.01% 741
2022
Q3
$56K Sell
19,730
-97
-0.5% -$275 ﹤0.01% 427
2022
Q2
$50K Sell
19,827
-1,834
-8% -$4.63K ﹤0.01% 460
2022
Q1
$70K Sell
21,661
-1,554
-7% -$5.02K ﹤0.01% 491
2021
Q4
$68K Buy
23,215
+22
+0.1% +$64 ﹤0.01% 496
2021
Q3
$64K Buy
23,193
+5
+0% +$14 ﹤0.01% 490
2021
Q2
$80K Sell
23,188
-2,303
-9% -$7.95K 0.01% 472
2021
Q1
$70K Hold
25,491
0.01% 502
2020
Q4
$80K Sell
25,491
-1,597
-6% -$5.01K 0.01% 475
2020
Q3
$61K Sell
27,088
-1,447
-5% -$3.26K 0.01% 452
2020
Q2
$75K Sell
28,535
-2,843
-9% -$7.47K 0.01% 428
2020
Q1
$72K Sell
31,378
-3,721
-11% -$8.54K 0.01% 407
2019
Q4
$168K Sell
35,099
-2,183
-6% -$10.4K 0.02% 428
2019
Q3
$172K Sell
37,282
-11,741
-24% -$54.2K 0.02% 400
2019
Q2
$229K Buy
49,023
+12,185
+33% +$56.9K 0.02% 384
2019
Q1
$158K Buy
36,838
+14,207
+63% +$60.9K 0.02% 414
2018
Q4
$90K Buy
22,631
+2,575
+13% +$10.2K 0.01% 396
2018
Q3
$92K Buy
20,056
+8,193
+69% +$37.6K 0.01% 416
2018
Q2
$55K Sell
11,863
-836
-7% -$3.88K 0.01% 405
2018
Q1
$92K Buy
12,699
+116
+0.9% +$840 0.01% 397
2017
Q4
$82K Sell
12,583
-279
-2% -$1.82K 0.01% 405
2017
Q3
$85K Buy
12,862
+2,659
+26% +$17.6K 0.01% 394
2017
Q2
$57K Sell
10,203
-2,485
-20% -$13.9K 0.01% 384
2017
Q1
$73K Buy
+12,688
New +$73K 0.01% 376