Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-730
Closed -$44.3K 372
2022
Q4
$44.3K Sell
730
-140
-16% -$8.5K 0.01% 193
2022
Q3
$49K Hold
870
0.02% 156
2022
Q2
$50K Sell
870
-120
-12% -$6.9K 0.01% 194
2022
Q1
$62K Sell
990
-370
-27% -$23.2K 0.02% 191
2021
Q4
$79K Hold
1,360
0.02% 181
2021
Q3
$81K Sell
1,360
-160
-11% -$9.53K 0.02% 176
2021
Q2
$102K Sell
1,520
-20
-1% -$1.34K 0.03% 162
2021
Q1
$97K Sell
1,540
-210
-12% -$13.2K 0.03% 166
2020
Q4
$104K Sell
1,750
-350
-17% -$20.8K 0.03% 162
2020
Q3
$107K Buy
2,100
+110
+6% +$5.61K 0.04% 155
2020
Q2
$104K Buy
1,990
+720
+57% +$37.6K 0.04% 154
2020
Q1
$59K Sell
1,270
-420
-25% -$19.5K 0.03% 159
2019
Q4
$98 Buy
+1,690
New +$98 0.05% 157