Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-141
Closed -$12.4K 154
2023
Q1
$12.4K Buy
141
+2
+1% +$175 0.01% 84
2022
Q4
$13.9K Buy
139
+3
+2% +$300 0.01% 88
2022
Q3
$13K Buy
136
+1
+0.7% +$96 0.01% 112
2022
Q2
$15K Buy
135
+2
+2% +$222 0.01% 85
2022
Q1
$17K Sell
133
-811
-86% -$104K 0.01% 88
2021
Q4
$140K Buy
944
+3
+0.3% +$445 ﹤0.01% 39
2021
Q3
$138K Sell
941
-58
-6% -$8.51K 0.14% 36
2021
Q2
$166K Buy
999
+131
+15% +$21.8K 0.14% 58
2021
Q1
$140K Hold
868
0.14% 61
2020
Q4
$127K Hold
868
0.1% 70
2020
Q3
$116K Hold
868
0.14% 64
2020
Q2
$113K Hold
868
0.14% 64
2020
Q1
$99K Buy
868
+797
+1,123% +$90.9K 0.12% 69
2019
Q4
$10K Buy
+71
New +$10K 0.01% 427