Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,855
Closed -$187K 861
2023
Q1
$187K Sell
11,855
-181
-2% -$2.86K ﹤0.01% 792
2022
Q4
$204K Buy
12,036
+791
+7% +$13.4K ﹤0.01% 785
2022
Q3
$150K Sell
11,245
-2,862
-20% -$38.2K ﹤0.01% 782
2022
Q2
$206K Buy
14,107
+1,525
+12% +$22.3K ﹤0.01% 807
2022
Q1
$252K Buy
12,582
+1,909
+18% +$38.2K ﹤0.01% 817
2021
Q4
$150K Sell
10,673
-1,464
-12% -$20.6K ﹤0.01% 895
2021
Q3
$169K Buy
12,137
+234
+2% +$3.26K ﹤0.01% 862
2021
Q2
$272K Buy
+11,903
New +$272K ﹤0.01% 783
2019
Q1
Sell
-50
Closed -$1K 2045
2018
Q4
$1K Hold
50
﹤0.01% 1859
2018
Q3
$1K Sell
50
-790
-94% -$15.8K ﹤0.01% 1926
2018
Q2
$11K Buy
+840
New +$11K ﹤0.01% 1626