Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,180
Closed -$18.9K 1173
2023
Q1
$18.9K Sell
1,180
-31
-3% -$496 ﹤0.01% 854
2022
Q4
$19.9K Buy
1,211
+66
+6% +$1.09K ﹤0.01% 854
2022
Q3
$17K Buy
1,145
+786
+219% +$11.7K ﹤0.01% 864
2022
Q2
$5K Sell
359
-69
-16% -$961 ﹤0.01% 1016
2022
Q1
$7K Sell
428
-158
-27% -$2.58K ﹤0.01% 957
2021
Q4
$12K Buy
586
+87
+17% +$1.78K ﹤0.01% 818
2021
Q3
$10K Buy
499
+71
+17% +$1.42K ﹤0.01% 820
2021
Q2
$8K Buy
428
+77
+22% +$1.44K ﹤0.01% 806
2021
Q1
$5K Hold
351
﹤0.01% 907
2020
Q4
$3K Buy
351
+300
+588% +$2.56K ﹤0.01% 917
2020
Q3
$0 Sell
51
-77
-60% ﹤0.01% 1251
2020
Q2
$1K Sell
128
-96
-43% -$750 ﹤0.01% 1028
2020
Q1
$2K Buy
224
+77
+52% +$687 ﹤0.01% 779
2019
Q4
$2K Buy
+147
New +$2K ﹤0.01% 685