Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,840
Closed -$55.2K 793
2023
Q1
$55.2K Sell
12,840
-352
-3% -$1.51K ﹤0.01% 846
2022
Q4
$66.5K Buy
13,192
+1,644
+14% +$8.29K 0.01% 709
2022
Q3
$45 Sell
11,548
-2,382
-17% -$9 ﹤0.01% 701
2022
Q2
$60K Sell
13,930
-921
-6% -$3.97K 0.01% 626
2022
Q1
$75K Buy
+14,851
New +$75K 0.01% 661
2019
Q1
Sell
-6,277
Closed -$25K 440
2018
Q4
$25K Buy
+6,277
New +$25K 0.01% 843
2018
Q1
$20K Buy
3,627
+2,979
+460% +$16.4K 0.01% 861
2017
Q4
$3K Buy
+648
New +$3K ﹤0.01% 1400