Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,050
Closed -$90.6K 551
2023
Q1
$90.6K Buy
+1,050
New +$90.6K ﹤0.01% 252
2022
Q2
Sell
-3,213
Closed -$242K 534
2022
Q1
$242K Buy
+3,213
New +$242K 0.01% 185
2020
Q1
Sell
-1,311
Closed -$97K 626
2019
Q4
$97K Buy
+1,311
New +$97K ﹤0.01% 506
2019
Q3
Sell
-5,826
Closed -$381K 494
2019
Q2
$381K Buy
5,826
+4,177
+253% +$273K 0.02% 383
2019
Q1
$78K Hold
1,649
﹤0.01% 449
2018
Q4
$78K Sell
1,649
-720
-30% -$34.1K ﹤0.01% 449
2018
Q3
$145K Sell
2,369
-526
-18% -$32.2K 0.01% 378
2018
Q2
$151K Sell
2,895
-2,297
-44% -$120K 0.02% 406
2018
Q1
$254K Sell
5,192
-307
-6% -$15K ﹤0.01% 333
2017
Q4
$293K Buy
5,499
+1,577
+40% +$84K 0.02% 225
2017
Q3
$549K Buy
3,922
+3,742
+2,079% +$524K 0.04% 268
2017
Q2
$7K Buy
180
+20
+13% +$778 ﹤0.01% 553
2017
Q1
$7K Buy
+160
New +$7K ﹤0.01% 602