Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-194
Closed -$127K 183
2022
Q4
$127K Sell
194
-579
-75% -$379K 0.02% 174
2022
Q3
$439K Sell
773
-144
-16% -$81.8K 0.07% 124
2022
Q2
$602K Buy
917
+102
+13% +$67K 0.09% 121
2022
Q1
$604K Sell
815
-12
-1% -$8.89K 0.08% 114
2021
Q4
$699K Buy
+827
New +$699K 0.08% 110
2020
Q4
Sell
-117
Closed -$89K 187
2020
Q3
$89K Buy
117
+79
+208% +$60.1K 0.01% 102
2020
Q2
$27K Hold
38
0.01% 120
2020
Q1
$24K Hold
38
0.01% 117
2019
Q4
$22K Buy
+38
New +$22K 0.01% 135