Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,189
Closed -$75.1K 2924
2023
Q1
$75.1K Sell
2,189
-44
-2% -$1.51K 0.01% 557
2022
Q4
$68K Buy
2,233
+440
+25% +$13.4K 0.01% 587
2022
Q3
$46K Buy
1,793
+820
+84% +$21K 0.01% 671
2022
Q2
$26K Buy
973
+64
+7% +$1.71K ﹤0.01% 884
2022
Q1
$29K Hold
909
﹤0.01% 871
2021
Q4
$35K Sell
909
-68
-7% -$2.62K 0.01% 841
2021
Q3
$33K Buy
977
+84
+9% +$2.84K 0.01% 574
2021
Q2
$30K Buy
893
+104
+13% +$3.49K 0.01% 642
2021
Q1
$24K Buy
789
+185
+31% +$5.63K 0.01% 689
2020
Q4
$17K Hold
604
﹤0.01% 743
2020
Q3
$15K Buy
604
+29
+5% +$720 ﹤0.01% 723
2020
Q2
$13K Sell
575
-3,698
-87% -$83.6K ﹤0.01% 755
2020
Q1
$74K Buy
4,273
+1,963
+85% +$34K 0.03% 232
2019
Q4
$56K Sell
2,310
-531
-19% -$12.9K 0.02% 410
2019
Q3
$56K Sell
2,841
-504
-15% -$9.94K 0.02% 382
2019
Q2
$67K Buy
3,345
+297
+10% +$5.95K 0.03% 330
2019
Q1
$57K Buy
3,048
+518
+20% +$9.69K 0.02% 358
2018
Q4
$48K Buy
+2,530
New +$48K 0.02% 357