Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,483
Closed -$120K 918
2023
Q1
$120K Buy
1,483
+86
+6% +$6.94K 0.01% 414
2022
Q4
$105K Buy
1,397
+119
+9% +$8.9K 0.01% 423
2022
Q3
$82K Buy
1,278
+533
+72% +$34.2K 0.01% 459
2022
Q2
$52K Buy
745
+30
+4% +$2.09K ﹤0.01% 557
2022
Q1
$55K Buy
715
+39
+6% +$3K ﹤0.01% 508
2021
Q4
$52K Sell
676
-39
-5% -$3K ﹤0.01% 503
2021
Q3
$53K Buy
715
+13
+2% +$964 0.01% 472
2021
Q2
$47K Sell
702
-590
-46% -$39.5K ﹤0.01% 487
2021
Q1
$96K Buy
1,292
+27
+2% +$2.01K 0.01% 346
2020
Q4
$92K Sell
1,265
-176
-12% -$12.8K 0.01% 326
2020
Q3
$96K Buy
1,441
+696
+93% +$46.4K 0.02% 271
2020
Q2
$42K Sell
745
-181
-20% -$10.2K 0.01% 381
2020
Q1
$33K Buy
926
+231
+33% +$8.23K 0.01% 322
2019
Q4
$36K Buy
+695
New +$36K 0.01% 269