Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$54K Buy
836
+417
+100% +$26.9K 0.02% 243
2023
Q2
$35K Hold
419
0.01% 302
2023
Q1
$47K Buy
419
+23
+6% +$2.58K 0.01% 266
2022
Q4
$47K Sell
396
-168
-30% -$19.9K 0.02% 264
2022
Q3
$56K Sell
564
-109
-16% -$10.8K 0.02% 235
2022
Q2
$49K Buy
673
+153
+29% +$11.1K 0.02% 251
2022
Q1
$65K Buy
520
+153
+42% +$19.1K 0.02% 250
2021
Q4
$80K Buy
+367
New +$80K 0.02% 245
2021
Q3
Sell
-463
Closed -$95K 299
2021
Q2
$95K Buy
463
+119
+35% +$24.4K 0.04% 210
2021
Q1
$69K Buy
+344
New +$69K 0.03% 239