Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$26K Sell
1,595
-5
-0.3% -$82 0.01% 329
2023
Q2
$29K Sell
1,600
-10
-0.6% -$181 0.01% 330
2023
Q1
$29K Sell
1,610
-290
-15% -$5.22K 0.01% 322
2022
Q4
$29K Buy
1,900
+830
+78% +$12.7K 0.01% 316
2022
Q3
$14K Sell
1,070
-10
-0.9% -$131 0.01% 359
2022
Q2
$18K Sell
1,080
-30
-3% -$500 0.01% 341
2022
Q1
$23K Sell
1,110
-620
-36% -$12.8K 0.01% 343
2021
Q4
$44K Buy
+1,730
New +$44K 0.01% 303
2021
Q3
Sell
-1,765
Closed -$34K 511
2021
Q2
$34K Buy
1,765
+1,195
+210% +$23K 0.01% 299
2021
Q1
$12K Buy
+570
New +$12K 0.01% 426