Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,569
Closed -$205K 293
2023
Q1
$205K Sell
4,569
-167
-4% -$7.48K 0.03% 273
2022
Q4
$208K Buy
+4,736
New +$208K 0.04% 263
2019
Q3
Sell
-21
Closed -$1K 285
2019
Q2
$1K Hold
21
﹤0.01% 1687
2019
Q1
$1K Sell
21
-969
-98% -$46.1K ﹤0.01% 1478
2018
Q4
$39K Buy
990
+586
+145% +$23.1K 0.02% 355
2018
Q3
$16K Sell
404
-91
-18% -$3.6K 0.01% 659
2018
Q2
$20K Sell
495
-272
-35% -$11K 0.01% 601
2018
Q1
$33K Buy
767
+583
+317% +$25.1K 0.01% 451
2017
Q4
$9K Hold
184
﹤0.01% 832
2017
Q3
$9K Hold
184
﹤0.01% 809
2017
Q2
$9K Sell
184
-71
-28% -$3.47K ﹤0.01% 816
2017
Q1
$12K Buy
+255
New +$12K 0.01% 757