Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,084
Closed -$96.7K 1332
2023
Q1
$96.7K Buy
1,084
+144
+15% +$12.9K 0.01% 457
2022
Q4
$78.6K Buy
940
+44
+5% +$3.68K 0.01% 502
2022
Q3
$68K Buy
896
+23
+3% +$1.75K 0.01% 502
2022
Q2
$62K Buy
873
+778
+819% +$55.3K 0.01% 516
2022
Q1
$8K Sell
95
-4
-4% -$337 ﹤0.01% 935
2021
Q4
$8K Sell
99
-14
-12% -$1.13K ﹤0.01% 906
2021
Q3
$9K Buy
113
+50
+79% +$3.98K ﹤0.01% 844
2021
Q2
$5K Buy
63
+14
+29% +$1.11K ﹤0.01% 903
2021
Q1
$4K Hold
49
﹤0.01% 958
2020
Q4
$3K Hold
49
﹤0.01% 926
2020
Q3
$2K Sell
49
-108
-69% -$4.41K ﹤0.01% 925
2020
Q2
$6K Sell
157
-306
-66% -$11.7K ﹤0.01% 714
2020
Q1
$12K Buy
463
+82
+22% +$2.13K ﹤0.01% 528
2019
Q4
$21K Buy
+381
New +$21K 0.01% 410