Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$134K Buy
+6,908
New +$134K ﹤0.01% 625
2022
Q4
Sell
-6,728
Closed -$149K 610
2022
Q3
$149K Sell
6,728
-601
-8% -$13.3K ﹤0.01% 627
2022
Q2
$188K Sell
7,329
-462
-6% -$11.9K 0.01% 650
2022
Q1
$277K Sell
7,791
-2,283
-23% -$81.2K 0.01% 552
2021
Q4
$398K Sell
10,074
-1,144
-10% -$45.2K 0.01% 556
2021
Q3
$431K Sell
11,218
-42
-0.4% -$1.61K 0.01% 557
2021
Q2
$386K Sell
11,260
-905
-7% -$31K 0.01% 566
2021
Q1
$417K Sell
12,165
-92
-0.8% -$3.15K 0.01% 523
2020
Q4
$361K Sell
12,257
-719
-6% -$21.2K 0.01% 497
2020
Q3
$473K Buy
+12,976
New +$473K 0.02% 316