Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,094
Closed -$31.5K 6252
2022
Q4
$31.5K Sell
1,094
-166
-13% -$4.78K ﹤0.01% 4974
2022
Q3
$76K Sell
1,260
-900
-42% -$54.3K ﹤0.01% 4983
2022
Q2
$91K Buy
2,160
+1,810
+517% +$76.3K ﹤0.01% 4776
2022
Q1
$36K Buy
350
+192
+122% +$19.7K ﹤0.01% 5220
2021
Q4
$25K Sell
158
-744
-82% -$118K ﹤0.01% 5046
2021
Q3
$249K Sell
902
-130
-13% -$35.9K ﹤0.01% 4193
2021
Q2
$397K Buy
+1,032
New +$397K ﹤0.01% 3678
2021
Q1
Sell
-607
Closed -$53K 5415
2020
Q4
$53K Buy
+607
New +$53K ﹤0.01% 3731
2020
Q3
Sell
-163
Closed -$23K 4465
2020
Q2
$23K Sell
163
-180
-52% -$25.4K ﹤0.01% 3861
2020
Q1
$53K Buy
+343
New +$53K ﹤0.01% 3237
2019
Q4
Sell
-512
Closed -$125K 3914
2019
Q3
$125K Buy
+512
New +$125K ﹤0.01% 3154
2019
Q2
Sell
-323
Closed -$122K 4008
2019
Q1
$122K Buy
323
+63
+24% +$23.8K ﹤0.01% 3060
2018
Q4
$126K Sell
260
-103
-28% -$49.9K ﹤0.01% 2920
2018
Q3
$247K Buy
+363
New +$247K ﹤0.01% 2960