Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$435K Buy
+36,082
New +$435K 0.01% 481
2022
Q4
Sell
-75,855
Closed -$479K 554
2022
Q3
$479K Buy
75,855
+6,304
+9% +$39.8K 0.02% 441
2022
Q2
$546K Buy
+69,551
New +$546K 0.02% 413
2021
Q2
Sell
-216
Closed -$2K 687
2021
Q1
$2K Sell
216
-186,567
-100% -$1.73M ﹤0.01% 665
2020
Q4
$1.31M Buy
+186,783
New +$1.31M 0.03% 222
2018
Q2
Sell
-3,896
Closed -$69K 511
2018
Q1
$69K Buy
3,896
+486
+14% +$8.61K ﹤0.01% 453
2017
Q4
$68K Buy
3,410
+486
+17% +$9.69K ﹤0.01% 400
2017
Q3
$48K Buy
2,924
+243
+9% +$3.99K ﹤0.01% 420
2017
Q2
$50K Buy
+2,681
New +$50K ﹤0.01% 369