Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,000
Closed -$49.6K 98
2022
Q4
$49.6K Sell
4,000
-2,500
-38% -$31K 0.03% 66
2022
Q3
$134K Hold
6,500
0.06% 111
2022
Q2
$180K Sell
6,500
-500
-7% -$13.8K 0.05% 135
2022
Q1
$306K Sell
7,000
-1,000
-13% -$43.7K 0.12% 133
2021
Q4
$442K Buy
8,000
+1,300
+19% +$71.8K 0.12% 148
2021
Q3
$414K Sell
6,700
-12,300
-65% -$760K 0.12% 150
2021
Q2
$1.62M Buy
+19,000
New +$1.62M 0.4% 76
2021
Q1
Sell
-4,000
Closed -$233K 250
2020
Q4
$233K Buy
+4,000
New +$233K 0.07% 148
2020
Q1
Sell
-10,000
Closed -$274K 89
2019
Q4
$274K Buy
+10,000
New +$274K 0.12% 68
2019
Q3
Sell
-6,091
Closed -$175K 69
2019
Q2
$175K Buy
6,091
+1,091
+22% +$31.3K 0.06% 64
2019
Q1
$210K Buy
5,000
+3,000
+150% +$126K 0.11% 52
2018
Q4
$62K Buy
+2,000
New +$62K 0.11% 39