Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-484
Closed -$28.1K 1050
2023
Q1
$28.1K Buy
484
+258
+114% +$15K ﹤0.01% 757
2022
Q4
$13.2K Sell
226
-85
-27% -$4.96K ﹤0.01% 963
2022
Q3
$16K Buy
311
+63
+25% +$3.24K ﹤0.01% 876
2022
Q2
$15K Sell
248
-179
-42% -$10.8K ﹤0.01% 804
2022
Q1
$28K Buy
427
+157
+58% +$10.3K ﹤0.01% 659
2021
Q4
$16K Sell
270
-1
-0.4% -$59 ﹤0.01% 763
2021
Q3
$15K Buy
271
+176
+185% +$9.74K ﹤0.01% 729
2021
Q2
$5K Buy
95
+23
+32% +$1.21K ﹤0.01% 898
2021
Q1
$4K Buy
+72
New +$4K ﹤0.01% 947
2020
Q3
Sell
-72
Closed -$2K 1230
2020
Q2
$2K Buy
+72
New +$2K ﹤0.01% 891
2020
Q1
Sell
-12
Closed -$1K 1214
2019
Q4
$1K Hold
12
﹤0.01% 807
2019
Q3
$1K Buy
+12
New +$1K ﹤0.01% 413