Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-200
Closed -$22.6K 172
2022
Q4
$22.6K Sell
200
-224
-53% -$25.3K 0.01% 245
2022
Q3
$41K Sell
424
-2,392
-85% -$231K 0.01% 165
2022
Q2
$262K Buy
2,816
+1,408
+100% +$131K 0.07% 110
2022
Q1
$150K Buy
1,408
+300
+27% +$32K 0.04% 127
2021
Q4
$123K Hold
1,108
0.03% 145
2021
Q3
$105K Hold
1,108
0.03% 158
2021
Q2
$106K Hold
1,108
0.03% 157
2021
Q1
$95K Hold
1,108
0.03% 170
2020
Q4
$98K Sell
1,108
-360
-25% -$31.8K 0.03% 164
2020
Q3
$122K Hold
1,468
0.04% 147
2020
Q2
$98K Sell
1,468
-172
-10% -$11.5K 0.04% 161
2020
Q1
$71K Sell
1,640
-1,120
-41% -$48.5K 0.04% 152
2019
Q4
$192 Buy
+2,760
New +$192 0.09% 112