Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-61
Closed -$4.71K 1482
2023
Q1
$4.71K Sell
61
-4,071
-99% -$314K ﹤0.01% 1218
2022
Q4
$316K Buy
4,132
+164
+4% +$12.5K 0.03% 214
2022
Q3
$281K Sell
3,968
-309
-7% -$21.9K 0.03% 194
2022
Q2
$362K Buy
4,277
+87
+2% +$7.36K 0.03% 158
2022
Q1
$342K Buy
4,190
+120
+3% +$9.8K 0.03% 209
2021
Q4
$320K Sell
4,070
-654
-14% -$51.4K 0.03% 196
2021
Q3
$371K Buy
4,724
+285
+6% +$22.4K 0.04% 147
2021
Q2
$345K Buy
4,439
+6
+0.1% +$466 0.03% 137
2021
Q1
$349K Sell
4,433
-84
-2% -$6.61K 0.04% 107
2020
Q4
$335K Sell
4,517
-1,862
-29% -$138K 0.05% 87
2020
Q3
$397K Buy
6,379
+127
+2% +$7.9K 0.07% 77
2020
Q2
$342K Sell
6,252
-88
-1% -$4.81K 0.07% 74
2020
Q1
$289K Buy
6,340
+6,097
+2,509% +$278K 0.08% 68
2019
Q4
$21K Buy
243
+102
+72% +$8.82K 0.01% 411
2019
Q3
$11K Buy
141
+23
+19% +$1.79K ﹤0.01% 222
2019
Q2
$8K Buy
+118
New +$8K ﹤0.01% 265