Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,797
Closed -$200K 762
2023
Q1
$200K Sell
1,797
-30
-2% -$3.34K 0.02% 320
2022
Q4
$219K Buy
1,827
+292
+19% +$35K 0.02% 280
2022
Q3
$154K Buy
1,535
+653
+74% +$65.5K 0.01% 325
2022
Q2
$65K Sell
882
-807
-48% -$59.5K 0.01% 501
2022
Q1
$210K Buy
1,689
+291
+21% +$36.2K 0.02% 310
2021
Q4
$306K Buy
1,398
+115
+9% +$25.2K 0.03% 206
2021
Q3
$267K Sell
1,283
-363
-22% -$75.5K 0.03% 222
2021
Q2
$339K Buy
1,646
+901
+121% +$186K 0.03% 139
2021
Q1
$150K Buy
745
+441
+145% +$88.8K 0.02% 279
2020
Q4
$54K Buy
304
+122
+67% +$21.7K 0.01% 441
2020
Q3
$22K Buy
182
+177
+3,540% +$21.4K ﹤0.01% 508
2020
Q2
$1K Sell
5
-13
-72% -$2.6K ﹤0.01% 989
2020
Q1
$1K Buy
+18
New +$1K ﹤0.01% 875