Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$76K Buy
302
+8
+3% +$2.01K 0.02% 220
2023
Q2
$77K Sell
294
-155
-35% -$40.6K 0.02% 227
2023
Q1
$93K Buy
449
+283
+170% +$58.6K 0.03% 210
2022
Q4
$20K Sell
166
-527
-76% -$63.5K 0.01% 350
2022
Q3
$184K Buy
693
+81
+13% +$21.5K 0.07% 164
2022
Q2
$137K Sell
612
-312
-34% -$69.8K 0.05% 180
2022
Q1
$332K Buy
924
+372
+67% +$134K 0.09% 123
2021
Q4
$194K Sell
552
-330
-37% -$116K 0.06% 181
2021
Q3
$228K Buy
882
+522
+145% +$135K 0.08% 147
2021
Q2
$82K Hold
360
0.03% 221
2021
Q1
$80K Buy
+360
New +$80K 0.03% 225