Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,278
Closed -$254K 571
2023
Q1
$254K Buy
2,278
+84
+4% +$9.35K 0.01% 477
2022
Q4
$263K Sell
2,194
-101
-4% -$12.1K 0.01% 435
2022
Q3
$229K Buy
+2,295
New +$229K 0.01% 434
2022
Q2
Sell
-2,362
Closed -$293K 496
2022
Q1
$293K Sell
2,362
-80
-3% -$9.92K 0.01% 417
2021
Q4
$535K Buy
2,442
+45
+2% +$9.86K 0.02% 327
2021
Q3
$499K Sell
2,397
-105
-4% -$21.9K 0.02% 324
2021
Q2
$515K Buy
2,502
+107
+4% +$22K 0.02% 301
2021
Q1
$483K Sell
2,395
-266
-10% -$53.6K 0.02% 298
2020
Q4
$473K Buy
2,661
+80
+3% +$14.2K 0.03% 290
2020
Q3
$314K Buy
2,581
+246
+11% +$29.9K 0.02% 326
2020
Q2
$248K Buy
+2,335
New +$248K 0.02% 346