Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$10K Sell
104
-735
-88% -$70.7K ﹤0.01% 387
2023
Q2
$93K Sell
839
-3,181
-79% -$353K 0.03% 211
2023
Q1
$493K Buy
4,020
+476
+13% +$58.4K 0.14% 92
2022
Q4
$415K Sell
3,544
-1,097
-24% -$128K 0.14% 110
2022
Q3
$386K Buy
4,641
+112
+2% +$9.32K 0.14% 106
2022
Q2
$463K Buy
4,529
+790
+21% +$80.8K 0.16% 75
2022
Q1
$503K Buy
3,739
+431
+13% +$58K 0.14% 81
2021
Q4
$551K Sell
3,308
-900
-21% -$150K 0.16% 61
2021
Q3
$610K Sell
4,208
-28
-0.7% -$4.06K 0.22% 43
2021
Q2
$655K Sell
4,236
-457
-10% -$70.7K 0.25% 31
2021
Q1
$624K Buy
+4,693
New +$624K 0.27% 35