Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-308
Closed -$11.1K 1253
2023
Q1
$11.1K Sell
308
-244
-44% -$8.8K ﹤0.01% 1011
2022
Q4
$28K Sell
552
-32
-5% -$1.62K ﹤0.01% 763
2022
Q3
$27K Sell
584
-33
-5% -$1.53K ﹤0.01% 742
2022
Q2
$27K Hold
617
﹤0.01% 704
2022
Q1
$33K Sell
617
-292
-32% -$15.6K ﹤0.01% 626
2021
Q4
$31K Sell
909
-9,236
-91% -$315K ﹤0.01% 627
2021
Q3
$334K Buy
10,145
+2,878
+40% +$94.8K 0.03% 173
2021
Q2
$229K Buy
7,267
+1,392
+24% +$43.9K 0.02% 229
2021
Q1
$140K Buy
5,875
+5,781
+6,150% +$138K 0.02% 291
2020
Q4
$1K Sell
94
-466
-83% -$4.96K ﹤0.01% 1091
2020
Q3
$5K Buy
560
+495
+762% +$4.42K ﹤0.01% 764
2020
Q2
$1K Buy
+65
New +$1K ﹤0.01% 1036