Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-17
Closed -$4K 478
2023
Q1
$4K Sell
17
-108
-86% -$25.4K ﹤0.01% 502
2022
Q4
$33K Buy
125
+97
+346% +$25.6K ﹤0.01% 391
2022
Q3
$7K Sell
28
-38
-58% -$9.5K ﹤0.01% 474
2022
Q2
$14K Buy
+66
New +$14K ﹤0.01% 439
2022
Q1
Sell
-227
Closed -$122K 539
2021
Q4
$122K Sell
227
-17
-7% -$9.14K 0.01% 317
2021
Q3
$163K Buy
244
+28
+13% +$18.7K 0.02% 293
2021
Q2
$147K Buy
216
+144
+200% +$98K 0.01% 314
2021
Q1
$43K Hold
72
﹤0.01% 390
2020
Q4
$32K Buy
72
+24
+50% +$10.7K ﹤0.01% 417
2020
Q3
$18K Sell
48
-237
-83% -$88.9K ﹤0.01% 404
2020
Q2
$71K Buy
+285
New +$71K 0.01% 298
2019
Q2
Sell
-6,198
Closed -$639K 769
2019
Q1
$639K Buy
6,198
+5,578
+900% +$575K 0.04% 414
2018
Q4
$74K Sell
620
-15,509
-96% -$1.85M ﹤0.01% 603
2018
Q3
$2.11M Sell
16,129
-5,196
-24% -$681K 0.09% 334
2018
Q2
$2.98M Buy
+21,325
New +$2.98M 0.11% 178