Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$154K Buy
+6,210
New +$154K 0.01% 605
2022
Q4
Sell
-6,143
Closed -$210K 634
2022
Q3
$210K Sell
6,143
-593
-9% -$20.3K 0.01% 592
2022
Q2
$219K Sell
6,736
-399
-6% -$13K 0.01% 629
2022
Q1
$307K Sell
7,135
-2,526
-26% -$109K 0.01% 535
2021
Q4
$540K Buy
9,661
+1,918
+25% +$107K 0.01% 507
2021
Q3
$544K Sell
7,743
-1,386
-15% -$97.4K 0.01% 514
2021
Q2
$561K Sell
9,129
-501
-5% -$30.8K 0.01% 508
2021
Q1
$617K Buy
9,630
+48
+0.5% +$3.08K 0.01% 368
2020
Q4
$715K Sell
9,582
-359
-4% -$26.8K 0.02% 278
2020
Q3
$795K Buy
+9,941
New +$795K 0.03% 232