Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-190
Closed -$4.47K 1044
2023
Q1
$4.47K Buy
190
+39
+26% +$918 ﹤0.01% 1232
2022
Q4
$3.81K Sell
151
-149
-50% -$3.76K ﹤0.01% 1246
2022
Q3
$8K Buy
300
+57
+23% +$1.52K ﹤0.01% 1072
2022
Q2
$9K Buy
243
+52
+27% +$1.93K ﹤0.01% 906
2022
Q1
$12K Buy
191
+36
+23% +$2.26K ﹤0.01% 845
2021
Q4
$8K Sell
155
-91
-37% -$4.7K ﹤0.01% 899
2021
Q3
$12K Buy
246
+35
+17% +$1.71K ﹤0.01% 790
2021
Q2
$12K Buy
211
+3
+1% +$171 ﹤0.01% 731
2021
Q1
$12K Hold
208
﹤0.01% 755
2020
Q4
$8K Buy
208
+66
+46% +$2.54K ﹤0.01% 769
2020
Q3
$3K Sell
142
-16
-10% -$338 ﹤0.01% 848
2020
Q2
$3K Buy
158
+148
+1,480% +$2.81K ﹤0.01% 828
2020
Q1
$0 Sell
10
-15
-60% ﹤0.01% 1212
2019
Q4
$1K Hold
25
﹤0.01% 805
2019
Q3
$1K Buy
25
+15
+150% +$600 ﹤0.01% 412
2019
Q2
$0 Sell
10
-9
-47% ﹤0.01% 427
2019
Q1
$1K Sell
19
-7
-27% -$368 ﹤0.01% 317
2018
Q4
$2K Buy
+26
New +$2K ﹤0.01% 465