Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-35
Closed -$9.69K 143
2022
Q4
$9.69K Sell
35
-78
-69% -$21.6K ﹤0.01% 323
2022
Q3
$30K Sell
113
-1,238
-92% -$329K 0.01% 189
2022
Q2
$276K Sell
1,351
-8,620
-86% -$1.76M 0.07% 109
2022
Q1
$2.1M Buy
9,971
+1,943
+24% +$409K 0.55% 56
2021
Q4
$1.93M Buy
8,028
+78
+1% +$18.7K 0.52% 57
2021
Q3
$2.25M Buy
7,950
+825
+12% +$233K 0.65% 43
2021
Q2
$2.47M Sell
7,125
-436
-6% -$151K 0.73% 41
2021
Q1
$2.12M Buy
7,561
+345
+5% +$96.5K 0.63% 45
2020
Q4
$1.77M Buy
7,216
+681
+10% +$167K 0.57% 53
2020
Q3
$1.85M Buy
6,535
+735
+13% +$209K 0.65% 40
2020
Q2
$1.12M Buy
5,800
+627
+12% +$121K 0.46% 62
2020
Q1
$1.64M Buy
5,173
+1,168
+29% +$370K 0.87% 27
2019
Q4
$1.19K Buy
+4,005
New +$1.19K 0.57% 53