Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
1840
2023
Q1
Sell
-1,735
Closed -$1K 2028
2022
Q4
$1K Buy
1,735
+58
+3% +$33 ﹤0.01% 1654
2022
Q3
$1K Buy
1,677
+1,024
+157% +$611 ﹤0.01% 1828
2022
Q2
$0 Buy
653
+82
+14% ﹤0.01% 2344
2022
Q1
$0 Sell
571
-1,045
-65% ﹤0.01% 2431
2021
Q4
$1K Sell
1,616
-2,369
-59% -$1.47K ﹤0.01% 1973
2021
Q3
$5K Buy
3,985
+2,285
+134% +$2.87K ﹤0.01% 1848
2021
Q2
$4K Buy
1,700
+113
+7% +$266 ﹤0.01% 1894
2021
Q1
$3K Sell
1,587
-836
-35% -$1.58K ﹤0.01% 1848
2020
Q4
$3K Buy
+2,423
New +$3K ﹤0.01% 1621
2020
Q3
Sell
-28,681
Closed -$48K 2155
2020
Q2
$48K Sell
28,681
-26,323
-48% -$44.1K ﹤0.01% 860
2020
Q1
$99K Buy
55,004
+36,451
+196% +$65.6K 0.01% 600
2019
Q4
$87K Sell
18,553
-8,066
-30% -$37.8K 0.01% 729
2019
Q3
$183K Sell
26,619
-16,355
-38% -$112K 0.02% 454
2019
Q2
$322K Buy
42,974
+13,843
+48% +$104K 0.03% 345
2019
Q1
$147K Buy
29,131
+22,195
+320% +$112K 0.02% 536
2018
Q4
$29K Buy
6,936
+6,366
+1,117% +$26.6K ﹤0.01% 983
2018
Q3
$2K Sell
570
-18,058
-97% -$63.4K ﹤0.01% 1487
2018
Q2
$165K Buy
18,628
+3,710
+25% +$32.9K 0.01% 556
2018
Q1
$174K Buy
14,918
+10,718
+255% +$125K 0.02% 578
2017
Q4
$52K Buy
+4,200
New +$52K ﹤0.01% 1082