Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$28.7K Sell
4,787
-2,412
-34% -$14.5K 0.02% 53
2023
Q1
$58.7K Sell
7,199
-5,090
-41% -$41.5K 0.03% 58
2022
Q4
$92.4K Sell
12,289
-4,329
-26% -$32.6K 0.05% 57
2022
Q3
$104K Sell
16,618
-39,800
-71% -$249K 0.06% 60
2022
Q2
$555K Sell
56,418
-48,319
-46% -$475K 0.33% 56
2022
Q1
$1.73M Buy
104,737
+10,628
+11% +$176K 0.84% 44
2021
Q4
$1.3M Buy
94,109
+2,592
+3% +$35.9K 0.69% 47
2021
Q3
$1.94M Buy
91,517
+43,428
+90% +$921K 0.83% 43
2021
Q2
$1.52M Buy
48,089
+3,115
+7% +$98.7K 0.74% 41
2021
Q1
$1.72M Buy
44,974
+8,984
+25% +$343K 0.93% 40
2020
Q4
$2.12M Buy
+35,990
New +$2.12M 1.11% 38