Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-516
Closed -$54K 1684
2023
Q1
$54K Buy
516
+23
+5% +$2.41K ﹤0.01% 585
2022
Q4
$54.5K Sell
493
-335
-40% -$37K ﹤0.01% 584
2022
Q3
$72K Buy
828
+370
+81% +$32.2K 0.01% 491
2022
Q2
$36K Sell
458
-33
-7% -$2.59K ﹤0.01% 636
2022
Q1
$42K Buy
491
+144
+41% +$12.3K ﹤0.01% 581
2021
Q4
$42K Buy
347
+29
+9% +$3.51K ﹤0.01% 555
2021
Q3
$39K Buy
318
+6
+2% +$736 ﹤0.01% 530
2021
Q2
$37K Buy
312
+254
+438% +$30.1K ﹤0.01% 533
2021
Q1
$6K Buy
58
+42
+263% +$4.35K ﹤0.01% 885
2020
Q4
$2K Hold
16
﹤0.01% 1006
2020
Q3
$1K Sell
16
-40
-71% -$2.5K ﹤0.01% 1081
2020
Q2
$4K Buy
56
+40
+250% +$2.86K ﹤0.01% 800
2020
Q1
$1K Buy
+16
New +$1K ﹤0.01% 1008