Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,540
Closed -$69.6K 473
2023
Q1
$69.6K Buy
1,540
+488
+46% +$22.1K 0.01% 524
2022
Q4
$43.7K Buy
1,052
+283
+37% +$11.8K ﹤0.01% 643
2022
Q3
$28K Sell
769
-161
-17% -$5.86K ﹤0.01% 727
2022
Q2
$40K Buy
930
+489
+111% +$21K ﹤0.01% 613
2022
Q1
$18K Sell
441
-545
-55% -$22.2K ﹤0.01% 758
2021
Q4
$41K Buy
986
+619
+169% +$25.7K ﹤0.01% 557
2021
Q3
$14K Buy
367
+148
+68% +$5.65K ﹤0.01% 741
2021
Q2
$9K Buy
219
+81
+59% +$3.33K ﹤0.01% 774
2021
Q1
$6K Buy
138
+1
+0.7% +$43 ﹤0.01% 860
2020
Q4
$5K Sell
137
-9
-6% -$328 ﹤0.01% 829
2020
Q3
$4K Sell
146
-262
-64% -$7.18K ﹤0.01% 789
2020
Q2
$11K Buy
408
+203
+99% +$5.47K ﹤0.01% 593
2020
Q1
$5K Sell
205
-37
-15% -$902 ﹤0.01% 635
2019
Q4
$10K Buy
+242
New +$10K ﹤0.01% 525