Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-596
Closed -$52.3K 1134
2023
Q1
$52.3K Sell
596
-44
-7% -$3.86K ﹤0.01% 590
2022
Q4
$64.2K Buy
640
+86
+16% +$8.62K 0.01% 545
2022
Q3
$51K Sell
554
-92
-14% -$8.47K ﹤0.01% 578
2022
Q2
$70K Buy
646
+168
+35% +$18.2K 0.01% 485
2022
Q1
$60K Hold
478
0.01% 489
2021
Q4
$71K Hold
478
0.01% 445
2021
Q3
$70K Hold
478
0.01% 424
2021
Q2
$79K Hold
478
0.01% 404
2021
Q1
$77K Sell
478
-170
-26% -$27.4K 0.01% 384
2020
Q4
$95K Sell
648
-201
-24% -$29.5K 0.01% 320
2020
Q3
$114K Sell
849
-213
-20% -$28.6K 0.02% 229
2020
Q2
$139K Buy
1,062
+35
+3% +$4.58K 0.03% 148
2020
Q1
$117K Buy
1,027
+124
+14% +$14.1K 0.03% 123
2019
Q4
$133K Buy
903
+305
+51% +$44.9K 0.04% 88
2019
Q3
$82K Sell
598
-342
-36% -$46.9K 0.03% 95
2019
Q2
$136K Buy
940
+192
+26% +$27.8K 0.05% 69
2019
Q1
$130K Buy
748
+150
+25% +$26.1K 0.06% 58
2018
Q4
$95K Buy
+598
New +$95K 0.05% 124