Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,585
Closed -$192K 601
2023
Q2
$192K Sell
2,585
-23
-0.9% -$1.71K 0.08% 119
2023
Q1
$201K Buy
2,608
+78
+3% +$6.03K 0.1% 103
2022
Q4
$193K Sell
2,530
-18
-0.7% -$1.38K 0.11% 95
2022
Q3
$180K Buy
2,548
+84
+3% +$5.93K 0.11% 96
2022
Q2
$216K Buy
2,464
+197
+9% +$17.3K 0.13% 87
2022
Q1
$185K Buy
2,267
+190
+9% +$15.5K 0.11% 88
2021
Q4
$163K Buy
+2,077
New +$163K 0.1% 100
2021
Q2
$121K Buy
1,550
+771
+99% +$60.2K 0.09% 109
2021
Q1
$61K Buy
779
+659
+549% +$51.6K 0.05% 126
2020
Q4
$9K Buy
+120
New +$9K 0.01% 273
2020
Q3
Sell
-141
Closed -$8K 396
2020
Q2
$8K Buy
+141
New +$8K 0.01% 203