Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-237
Closed -$32K 388
2023
Q1
$32K Sell
237
-240
-50% -$32.4K ﹤0.01% 726
2022
Q4
$66.2K Sell
477
-932
-66% -$129K 0.01% 539
2022
Q3
$136K Sell
1,409
-1,072
-43% -$103K 0.01% 353
2022
Q2
$245K Buy
2,481
+22
+0.9% +$2.17K 0.02% 242
2022
Q1
$359K Buy
2,459
+767
+45% +$112K 0.03% 195
2021
Q4
$196K Sell
1,692
-83
-5% -$9.62K 0.02% 296
2021
Q3
$217K Buy
1,775
+276
+18% +$33.7K 0.02% 253
2021
Q2
$195K Buy
1,499
+156
+12% +$20.3K 0.02% 263
2021
Q1
$193K Buy
1,343
+282
+27% +$40.5K 0.02% 229
2020
Q4
$109K Buy
1,061
+2
+0.2% +$205 0.02% 288
2020
Q3
$79K Buy
1,059
+62
+6% +$4.63K 0.01% 309
2020
Q2
$55K Buy
997
+489
+96% +$27K 0.01% 346
2020
Q1
$24K Buy
508
+225
+80% +$10.6K 0.01% 393
2019
Q4
$22K Buy
+283
New +$22K 0.01% 394