Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-207
Closed -$21.3K 129
2023
Q1
$21.3K Sell
207
-50
-19% -$5.15K 0.02% 71
2022
Q4
$21.6K Buy
257
+11
+4% +$922 0.02% 77
2022
Q3
$28K Buy
246
+9
+4% +$1.02K 0.03% 76
2022
Q2
$25K Sell
237
-163
-41% -$17.2K 0.02% 68
2022
Q1
$68K Sell
400
-200
-33% -$34K 0.05% 52
2021
Q4
$102K Hold
600
﹤0.01% 43
2021
Q3
$100K Sell
600
-1,800
-75% -$300K 0.1% 42
2021
Q2
$414K Sell
2,400
-240
-9% -$41.4K 0.35% 33
2021
Q1
$409K Sell
2,640
-360
-12% -$55.8K 0.41% 29
2020
Q4
$489K Sell
3,000
-180
-6% -$29.3K 0.39% 24
2020
Q3
$501K Buy
3,180
+340
+12% +$53.6K 0.59% 21
2020
Q2
$392K Hold
2,840
0.5% 27
2020
Q1
$277K Sell
2,840
-280
-9% -$27.3K 0.32% 36
2019
Q4
$288K Buy
+3,120
New +$288K 0.38% 42