Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-68
Closed -$15.9K 178
2022
Q4
$15.9K Sell
68
-118
-63% -$27.6K ﹤0.01% 283
2022
Q3
$43K Sell
186
-480
-72% -$111K 0.01% 162
2022
Q2
$150K Buy
666
+333
+100% +$75K 0.04% 137
2022
Q1
$87K Hold
333
0.02% 170
2021
Q4
$97K Hold
333
0.03% 168
2021
Q3
$90K Hold
333
0.03% 167
2021
Q2
$79K Sell
333
-58
-15% -$13.8K 0.02% 182
2021
Q1
$78K Sell
391
-260
-40% -$51.9K 0.02% 192
2020
Q4
$128K Sell
651
-210
-24% -$41.3K 0.04% 142
2020
Q3
$164K Sell
861
-107
-11% -$20.4K 0.06% 126
2020
Q2
$152K Sell
968
-33
-3% -$5.18K 0.06% 127
2020
Q1
$123K Buy
+1,001
New +$123K 0.07% 125