Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
-$90 483
2023
Q1
Hold
0
-$80 1806
2022
Q4
Sell
-111
Closed -$13K 1766
2022
Q3
$13K Sell
111
-16
-13% -$1.87K ﹤0.01% 920
2022
Q2
$17K Hold
127
﹤0.01% 781
2022
Q1
$24K Buy
+127
New +$24K ﹤0.01% 695
2021
Q4
Sell
-67
Closed -$15K 1412
2021
Q3
$15K Sell
67
-12
-15% -$2.69K ﹤0.01% 724
2021
Q2
$19K Hold
79
﹤0.01% 648
2021
Q1
$20K Sell
79
-15
-16% -$3.8K ﹤0.01% 654
2020
Q4
$20K Sell
94
-9
-9% -$1.92K ﹤0.01% 627
2020
Q3
$17K Sell
103
-25
-20% -$4.13K ﹤0.01% 548
2020
Q2
$23K Buy
128
+62
+94% +$11.1K ﹤0.01% 467
2020
Q1
$10K Sell
66
-118
-64% -$17.9K ﹤0.01% 545
2019
Q4
$60K Buy
184
+44
+31% +$14.3K 0.02% 153
2019
Q3
$53K Buy
140
+9
+7% +$3.41K 0.02% 118
2019
Q2
$48K Buy
131
+89
+212% +$32.6K 0.02% 131
2019
Q1
$16K Sell
42
-10
-19% -$3.81K 0.01% 160
2018
Q4
$17K Buy
+52
New +$17K 0.01% 325