Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
1447
2023
Q1
Sell
-758
Closed -$28.5K 2057
2022
Q4
$28.5K Sell
758
-14
-2% -$526 ﹤0.01% 757
2022
Q3
$29K Sell
772
-567
-42% -$21.3K ﹤0.01% 724
2022
Q2
$48K Sell
1,339
-347
-21% -$12.4K ﹤0.01% 575
2022
Q1
$83K Sell
1,686
-170
-9% -$8.37K 0.01% 440
2021
Q4
$89K Buy
1,856
+250
+16% +$12K 0.01% 413
2021
Q3
$70K Buy
1,606
+111
+7% +$4.84K 0.01% 425
2021
Q2
$66K Sell
1,495
-92
-6% -$4.06K 0.01% 431
2021
Q1
$73K Sell
1,587
-129
-8% -$5.93K 0.01% 394
2020
Q4
$56K Buy
1,716
+265
+18% +$8.65K 0.01% 434
2020
Q3
$31K Buy
1,451
+213
+17% +$4.55K 0.01% 452
2020
Q2
$25K Buy
1,238
+1,233
+24,660% +$24.9K 0.01% 459
2020
Q1
$0 Sell
5
-36
-88% ﹤0.01% 1289
2019
Q4
$2K Buy
+41
New +$2K ﹤0.01% 694