Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-60
Closed -$14.6K 390
2022
Q4
$14.6K Sell
60
-91
-60% -$22.2K ﹤0.01% 288
2022
Q3
$31K Sell
151
-19
-11% -$3.9K 0.01% 188
2022
Q2
$34K Sell
170
-20
-11% -$4K 0.01% 214
2022
Q1
$51K Buy
190
+21
+12% +$5.64K 0.01% 198
2021
Q4
$45K Sell
169
-10,408
-98% -$2.77M 0.01% 206
2021
Q3
$2.79M Buy
10,577
+659
+7% +$174K 0.81% 34
2021
Q2
$2.58M Buy
9,918
+741
+8% +$192K 0.76% 36
2021
Q1
$2.24M Buy
9,177
+624
+7% +$152K 0.67% 41
2020
Q4
$2.1M Buy
8,553
+752
+10% +$184K 0.67% 38
2020
Q3
$1.63M Buy
7,801
+885
+13% +$184K 0.57% 50
2020
Q2
$1.25M Buy
6,916
+1,062
+18% +$191K 0.51% 57
2020
Q1
$975K Buy
5,854
+5,324
+1,005% +$887K 0.52% 57
2019
Q4
$111 Buy
+530
New +$111 0.05% 148