Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-548
Closed -$39.6K 963
2023
Q1
$39.6K Buy
548
+189
+53% +$13.7K ﹤0.01% 665
2022
Q4
$28.8K Sell
359
-57
-14% -$4.58K ﹤0.01% 752
2022
Q3
$28K Buy
416
+73
+21% +$4.91K ﹤0.01% 732
2022
Q2
$26K Sell
343
-330
-49% -$25K ﹤0.01% 712
2022
Q1
$53K Buy
673
+456
+210% +$35.9K ﹤0.01% 517
2021
Q4
$16K Buy
+217
New +$16K ﹤0.01% 762
2021
Q3
Sell
-392
Closed -$33K 1488
2021
Q2
$33K Buy
392
+18
+5% +$1.52K ﹤0.01% 550
2021
Q1
$30K Sell
374
-1,162
-76% -$93.2K ﹤0.01% 576
2020
Q4
$134K Buy
1,536
+775
+102% +$67.6K 0.02% 252
2020
Q3
$68K Buy
761
+214
+39% +$19.1K 0.01% 326
2020
Q2
$57K Buy
547
+270
+97% +$28.1K 0.01% 343
2020
Q1
$20K Buy
277
+195
+238% +$14.1K 0.01% 438
2019
Q4
$7K Buy
+82
New +$7K ﹤0.01% 563
2019
Q3
Sell
-33
Closed -$3K 550
2019
Q2
$3K Buy
+33
New +$3K ﹤0.01% 320