Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$331K Sell
2,078
-85
-4% -$13.5K 0.09% 115
2022
Q4
$350K Hold
2,163
0.1% 111
2022
Q3
$290K Sell
2,163
-140
-6% -$18.8K 0.08% 114
2022
Q2
$353K Hold
2,303
0.1% 118
2022
Q1
$373K Sell
2,303
-75
-3% -$12.1K 0.09% 124
2021
Q4
$322K Buy
2,378
+100
+4% +$13.5K 0.07% 138
2021
Q3
$246K Sell
2,278
-100
-4% -$10.8K 0.06% 142
2021
Q2
$268K Hold
2,378
0.07% 133
2021
Q1
$257K Sell
2,378
-134
-5% -$14.5K 0.08% 129
2020
Q4
$269K Sell
2,512
-125
-5% -$13.4K 0.09% 116
2020
Q3
$245K Buy
2,637
+71
+3% +$6.6K 0.09% 115
2020
Q2
$254K Sell
2,566
-16,515
-87% -$1.63M 0.11% 107
2020
Q1
$1.53M Buy
19,081
+16,082
+536% +$1.29M 0.23% 86
2019
Q4
$267K Buy
+2,999
New +$267K 0.11% 100
2019
Q2
Sell
-2,594
Closed -$209K 108
2019
Q1
$209K Sell
2,594
-200
-7% -$16.1K 0.13% 101
2018
Q4
$258K Buy
+2,794
New +$258K 0.17% 97