Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,084
Closed -$59.4K 694
2023
Q1
$59.4K Buy
1,084
+14
+1% +$768 ﹤0.01% 553
2022
Q4
$53.9K Buy
1,070
+177
+20% +$8.92K ﹤0.01% 587
2022
Q3
$39K Buy
893
+11
+1% +$480 ﹤0.01% 645
2022
Q2
$45K Buy
882
+11
+1% +$561 ﹤0.01% 588
2022
Q1
$56K Buy
871
+10
+1% +$643 ﹤0.01% 502
2021
Q4
$49K Buy
861
+11
+1% +$626 ﹤0.01% 516
2021
Q3
$49K Buy
850
+10
+1% +$576 ﹤0.01% 488
2021
Q2
$53K Sell
840
-46
-5% -$2.9K 0.01% 469
2021
Q1
$57K Sell
886
-440
-33% -$28.3K 0.01% 434
2020
Q4
$74K Buy
1,326
+389
+42% +$21.7K 0.01% 375
2020
Q3
$44K Sell
937
-82
-8% -$3.85K 0.01% 399
2020
Q2
$42K Sell
1,019
-608
-37% -$25.1K 0.01% 379
2020
Q1
$48K Buy
1,627
+38
+2% +$1.12K 0.01% 234
2019
Q4
$87K Buy
1,589
+549
+53% +$30.1K 0.02% 118
2019
Q3
$50K Sell
1,040
-138
-12% -$6.64K 0.02% 120
2019
Q2
$58K Buy
+1,178
New +$58K 0.02% 106