Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,286
Closed -$171K 1380
2023
Q1
$171K Buy
1,286
+226
+21% +$30.1K 0.01% 344
2022
Q4
$149K Sell
1,060
-180
-15% -$25.2K 0.01% 356
2022
Q3
$149K Buy
1,240
+515
+71% +$61.9K 0.01% 334
2022
Q2
$103K Buy
725
+9
+1% +$1.28K 0.01% 404
2022
Q1
$125K Buy
716
+187
+35% +$32.6K 0.01% 377
2021
Q4
$106K Buy
529
+94
+22% +$18.8K 0.01% 381
2021
Q3
$75K Sell
435
-126
-22% -$21.7K 0.01% 411
2021
Q2
$87K Sell
561
-603
-52% -$93.5K 0.01% 390
2021
Q1
$149K Buy
1,164
+123
+12% +$15.7K 0.02% 281
2020
Q4
$149K Buy
1,041
+1,001
+2,503% +$143K 0.02% 229
2020
Q3
$5K Buy
40
+6
+18% +$750 ﹤0.01% 767
2020
Q2
$3K Sell
34
-374
-92% -$33K ﹤0.01% 843
2020
Q1
$31K Buy
408
+121
+42% +$9.19K 0.01% 340
2019
Q4
$28K Buy
287
+282
+5,640% +$27.5K 0.01% 349
2019
Q3
$0 Buy
+5
New ﹤0.01% 583