Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-789
Closed -$18.1K 1592
2023
Q1
$18.1K Buy
789
+458
+138% +$10.5K ﹤0.01% 867
2022
Q4
$9.13K Sell
331
-232
-41% -$6.4K ﹤0.01% 1051
2022
Q3
$17K Sell
563
-2,902
-84% -$87.6K ﹤0.01% 868
2022
Q2
$153K Sell
3,465
-1,397
-29% -$61.7K 0.01% 337
2022
Q1
$276K Buy
4,862
+1,256
+35% +$71.3K 0.02% 258
2021
Q4
$264K Buy
3,606
+53
+1% +$3.88K 0.02% 243
2021
Q3
$238K Buy
3,553
+767
+28% +$51.4K 0.02% 245
2021
Q2
$229K Buy
2,786
+293
+12% +$24.1K 0.02% 230
2021
Q1
$199K Buy
2,493
+551
+28% +$44K 0.02% 224
2020
Q4
$166K Buy
1,942
+290
+18% +$24.8K 0.02% 199
2020
Q3
$116K Buy
1,652
+1,439
+676% +$101K 0.02% 224
2020
Q2
$13K Sell
213
-31
-13% -$1.89K ﹤0.01% 567
2020
Q1
$13K Buy
244
+2
+0.8% +$107 ﹤0.01% 513
2019
Q4
$24K Buy
+242
New +$24K 0.01% 387
2019
Q2
Sell
-21
Closed -$2K 474
2019
Q1
$2K Hold
21
﹤0.01% 301
2018
Q4
$1K Buy
+21
New +$1K ﹤0.01% 494