Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$94.8K Buy
+27,396
New +$94.8K ﹤0.01% 636
2022
Q4
Sell
-24,522
Closed -$98K 601
2022
Q3
$98K Sell
24,522
-1,589
-6% -$6.35K ﹤0.01% 652
2022
Q2
$284K Buy
26,111
+1,867
+8% +$20.3K 0.01% 609
2022
Q1
$459K Buy
24,244
+648
+3% +$12.3K 0.01% 485
2021
Q4
$1.13M Sell
23,596
-2,889
-11% -$138K 0.02% 262
2021
Q3
$1.89M Buy
26,485
+4,286
+19% +$305K 0.04% 209
2021
Q2
$1.79M Buy
22,199
+159
+0.7% +$12.8K 0.03% 230
2021
Q1
$1.04M Sell
22,040
-12,249
-36% -$578K 0.02% 267
2020
Q4
$1.45M Buy
34,289
+1,882
+6% +$79.8K 0.03% 216
2020
Q3
$1.24M Buy
32,407
+16,432
+103% +$631K 0.04% 186
2020
Q2
$458K Buy
+15,975
New +$458K 0.02% 279