Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,099
Closed -$79.6K 134
2023
Q1
$79.6K Hold
2,099
0.07% 42
2022
Q4
$73.4K Hold
2,099
0.07% 43
2022
Q3
$62K Buy
2,099
+1,267
+152% +$37.4K 0.06% 52
2022
Q2
$33K Hold
832
0.03% 57
2022
Q1
$40K Hold
832
0.03% 62
2021
Q4
$42K Hold
832
﹤0.01% 65
2021
Q3
$47K Sell
832
-1,214
-59% -$68.6K 0.05% 62
2021
Q2
$117K Sell
2,046
-523
-20% -$29.9K 0.1% 81
2021
Q1
$139K Sell
2,569
-1,271
-33% -$68.8K 0.14% 63
2020
Q4
$201K Sell
3,840
-504
-12% -$26.4K 0.16% 45
2020
Q3
$201K Buy
4,344
+43
+1% +$1.99K 0.24% 41
2020
Q2
$168K Buy
4,301
+129
+3% +$5.04K 0.21% 47
2020
Q1
$143K Sell
4,172
-819
-16% -$28.1K 0.17% 53
2019
Q4
$224K Buy
+4,991
New +$224K 0.3% 56