Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-17
Closed -$216 2772
2022
Q4
$216 Buy
+17
New +$216 ﹤0.01% 2720
2022
Q2
Sell
-18
Closed -$1K 2461
2022
Q1
$1K Buy
18
+10
+125% +$556 ﹤0.01% 2147
2021
Q4
$0 Sell
8
-1,070
-99% ﹤0.01% 2060
2021
Q3
$67K Sell
1,078
-92
-8% -$5.72K 0.02% 360
2021
Q2
$99K Buy
1,170
+270
+30% +$22.8K 0.02% 297
2021
Q1
$71K Sell
900
-400
-31% -$31.6K 0.02% 344
2020
Q4
$76K Buy
1,300
+800
+160% +$46.8K 0.02% 292
2020
Q3
$17K Sell
500
-829
-62% -$28.2K ﹤0.01% 658
2020
Q2
$61K Sell
1,329
-1,371
-51% -$62.9K 0.02% 315
2020
Q1
$43K Buy
2,700
+2,200
+440% +$35K 0.02% 355
2019
Q4
$14K Sell
500
-500
-50% -$14K ﹤0.01% 821
2019
Q3
$29K Hold
1,000
0.01% 581
2019
Q2
$28K Sell
1,000
-300
-23% -$8.4K 0.01% 594
2019
Q1
$54K Buy
1,300
+50
+4% +$2.08K 0.02% 371
2018
Q4
$38K Buy
+1,250
New +$38K 0.02% 421