Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,486
Closed -$47K 779
2023
Q2
$47K Sell
11,486
-5,528
-32% -$22.6K ﹤0.01% 742
2023
Q1
$58K Hold
17,014
﹤0.01% 739
2022
Q4
$58K Buy
17,014
+727
+4% +$2.48K ﹤0.01% 739
2022
Q3
$65K Sell
16,287
-7,691
-32% -$30.7K ﹤0.01% 722
2022
Q2
$144K Buy
23,978
+4,469
+23% +$26.8K 0.01% 781
2022
Q1
$232K Buy
+19,509
New +$232K 0.01% 760
2021
Q4
Sell
-19,208
Closed -$564K 888
2021
Q3
$564K Buy
19,208
+10,062
+110% +$295K 0.02% 476
2021
Q2
$448K Buy
+9,146
New +$448K 0.01% 536