Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,226
Closed -$63.3K 751
2023
Q1
$63.3K Sell
2,226
-853
-28% -$24.3K ﹤0.01% 541
2022
Q4
$110K Sell
3,079
-2
-0.1% -$72 0.01% 412
2022
Q3
$102K Sell
3,081
-60
-2% -$1.99K 0.01% 413
2022
Q2
$109K Sell
3,141
-205
-6% -$7.11K 0.01% 393
2022
Q1
$126K Sell
3,346
-21
-0.6% -$791 0.01% 375
2021
Q4
$89K Sell
3,367
-712
-17% -$18.8K 0.01% 412
2021
Q3
$104K Sell
4,079
-1,632
-29% -$41.6K 0.01% 374
2021
Q2
$121K Sell
5,711
-17,372
-75% -$368K 0.01% 343
2021
Q1
$449K Buy
23,083
+999
+5% +$19.4K 0.05% 88
2020
Q4
$363K Buy
22,084
+5,511
+33% +$90.6K 0.05% 81
2020
Q3
$233K Buy
16,573
+845
+5% +$11.9K 0.04% 118
2020
Q2
$228K Buy
15,728
+6,834
+77% +$99.1K 0.05% 108
2020
Q1
$108K Buy
8,894
+4,231
+91% +$51.4K 0.03% 129
2019
Q4
$93K Buy
+4,663
New +$93K 0.03% 112