Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-432
Closed -$34.2K 1233
2023
Q1
$34.2K Sell
432
-178
-29% -$14.1K ﹤0.01% 708
2022
Q4
$46.2K Buy
610
+215
+54% +$16.3K ﹤0.01% 626
2022
Q3
$28K Sell
395
-424
-52% -$30.1K ﹤0.01% 734
2022
Q2
$66K Buy
819
+1
+0.1% +$81 0.01% 495
2022
Q1
$72K Sell
818
-2,742
-77% -$241K 0.01% 461
2021
Q4
$276K Buy
3,560
+321
+10% +$24.9K 0.02% 230
2021
Q3
$205K Buy
3,239
+1,003
+45% +$63.5K 0.02% 272
2021
Q2
$166K Buy
2,236
+1,454
+186% +$108K 0.02% 297
2021
Q1
$60K Sell
782
-864
-52% -$66.3K 0.01% 427
2020
Q4
$126K Buy
1,646
+354
+27% +$27.1K 0.02% 263
2020
Q3
$89K Sell
1,292
-109
-8% -$7.51K 0.02% 289
2020
Q2
$108K Buy
1,401
+644
+85% +$49.6K 0.02% 194
2020
Q1
$63K Buy
757
+480
+173% +$39.9K 0.02% 195
2019
Q4
$26K Buy
+277
New +$26K 0.01% 363