Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-91
Closed -$20.8K 216
2023
Q1
$20.8K Buy
+91
New +$20.8K 0.04% 151
2022
Q2
Sell
-1,061
Closed -$244K 149
2022
Q1
$244K Sell
1,061
-525
-33% -$121K 0.17% 134
2021
Q4
$392K Buy
1,586
+61
+4% +$15.1K 0.11% 184
2021
Q3
$377K Buy
1,525
+274
+22% +$67.7K 0.11% 183
2021
Q2
$342K Sell
1,251
-317
-20% -$86.7K 0.14% 180
2021
Q1
$478K Sell
1,568
-757
-33% -$231K 0.15% 158
2020
Q4
$603K Buy
2,325
+82
+4% +$21.3K 0.26% 116
2020
Q3
$604K Buy
2,243
+764
+52% +$206K 0.27% 113
2020
Q2
$212K Buy
+1,479
New +$212K 0.09% 187
2020
Q1
Sell
-1,453
Closed -$225K 229
2019
Q4
$225K Sell
1,453
-294
-17% -$45.5K 0.08% 178
2019
Q3
$247K Buy
1,747
+120
+7% +$17K 0.1% 157
2019
Q2
$267K Buy
1,627
+323
+25% +$53K 0.12% 158
2019
Q1
$236K Sell
1,304
-309
-19% -$55.9K 0.15% 128
2018
Q4
$266K Buy
+1,613
New +$266K 0.13% 145
2016
Q1
Hold
0
-$3K 260
2015
Q4
Hold
0
500