Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-161
Closed -$24.5K 693
2023
Q1
$24.5K Sell
161
-19
-11% -$2.89K ﹤0.01% 806
2022
Q4
$24.4K Sell
180
-64
-26% -$8.67K ﹤0.01% 799
2022
Q3
$28K Buy
244
+78
+47% +$8.95K ﹤0.01% 730
2022
Q2
$20K Sell
166
-104
-39% -$12.5K ﹤0.01% 751
2022
Q1
$42K Sell
270
-24
-8% -$3.73K ﹤0.01% 574
2021
Q4
$53K Sell
294
-1,631
-85% -$294K ﹤0.01% 499
2021
Q3
$299K Buy
1,925
+278
+17% +$43.2K 0.03% 192
2021
Q2
$248K Buy
1,647
+628
+62% +$94.6K 0.02% 209
2021
Q1
$140K Sell
1,019
-49
-5% -$6.73K 0.02% 289
2020
Q4
$135K Buy
1,068
+24
+2% +$3.03K 0.02% 249
2020
Q3
$113K Buy
1,044
+156
+18% +$16.9K 0.02% 230
2020
Q2
$86K Buy
888
+860
+3,071% +$83.3K 0.02% 239
2020
Q1
$2K Buy
+28
New +$2K ﹤0.01% 756