Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,187
Closed -$55.7K 1098
2023
Q1
$55.7K Buy
3,187
+472
+17% +$8.26K ﹤0.01% 578
2022
Q4
$56.1K Buy
2,715
+111
+4% +$2.29K ﹤0.01% 576
2022
Q3
$41K Buy
2,604
+807
+45% +$12.7K ﹤0.01% 636
2022
Q2
$33K Sell
1,797
-456
-20% -$8.37K ﹤0.01% 658
2022
Q1
$55K Buy
2,253
+345
+18% +$8.42K ﹤0.01% 509
2021
Q4
$50K Buy
1,908
+139
+8% +$3.64K ﹤0.01% 510
2021
Q3
$40K Buy
1,769
+262
+17% +$5.92K ﹤0.01% 517
2021
Q2
$29K Buy
1,507
+35
+2% +$674 ﹤0.01% 571
2021
Q1
$24K Buy
1,472
+992
+207% +$16.2K ﹤0.01% 622
2020
Q4
$5K Sell
480
-227
-32% -$2.37K ﹤0.01% 842
2020
Q3
$4K Sell
707
-43
-6% -$243 ﹤0.01% 800
2020
Q2
$5K Buy
750
+219
+41% +$1.46K ﹤0.01% 745
2020
Q1
$3K Buy
531
+27
+5% +$153 ﹤0.01% 711
2019
Q4
$9K Buy
504
+494
+4,940% +$8.82K ﹤0.01% 541
2019
Q3
$0 Hold
10
﹤0.01% 559
2019
Q2
$0 Sell
10
-12
-55% ﹤0.01% 431
2019
Q1
$1K Hold
22
﹤0.01% 320
2018
Q4
$1K Buy
+22
New +$1K ﹤0.01% 483