Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-186
Closed -$74.2K 1025
2023
Q1
$74.2K Sell
186
-1,484
-89% -$592K 0.01% 514
2022
Q4
$630K Buy
1,670
+283
+20% +$107K 0.05% 95
2022
Q3
$420K Sell
1,387
-178
-11% -$53.9K 0.04% 118
2022
Q2
$499K Buy
1,565
+258
+20% +$82.3K 0.05% 102
2022
Q1
$478K Buy
1,307
+1,287
+6,435% +$471K 0.04% 133
2021
Q4
$9K Buy
+20
New +$9K ﹤0.01% 875
2021
Q2
Sell
-9
Closed -$3K 1344
2021
Q1
$3K Hold
9
﹤0.01% 999
2020
Q4
$2K Sell
9
-3
-25% -$667 ﹤0.01% 976
2020
Q3
$2K Sell
12
-20
-63% -$3.33K ﹤0.01% 911
2020
Q2
$6K Buy
32
+20
+167% +$3.75K ﹤0.01% 706
2020
Q1
$2K Buy
12
+9
+300% +$1.5K ﹤0.01% 774
2019
Q4
$1K Hold
3
﹤0.01% 802
2019
Q3
$0 Buy
+3
New ﹤0.01% 555