Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$142K Buy
+3,992
New +$142K ﹤0.01% 615
2022
Q4
Sell
-5,570
Closed -$164K 589
2022
Q3
$164K Buy
5,570
+2,236
+67% +$65.8K 0.01% 620
2022
Q2
$182K Sell
3,334
-1,208
-27% -$65.9K 0.01% 652
2022
Q1
$248K Sell
4,542
-2,780
-38% -$152K 0.01% 588
2021
Q4
$404K Sell
7,322
-2,384
-25% -$132K 0.01% 552
2021
Q3
$465K Buy
9,706
+2,264
+30% +$108K 0.01% 543
2021
Q2
$372K Sell
7,442
-1,013
-12% -$50.6K 0.01% 570
2021
Q1
$384K Buy
8,455
+406
+5% +$18.4K 0.01% 543
2020
Q4
$373K Buy
8,049
+887
+12% +$41.1K 0.01% 478
2020
Q3
$335K Buy
7,162
+4,594
+179% +$215K 0.01% 415
2020
Q2
$131K Buy
+2,568
New +$131K ﹤0.01% 575