Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,610
Closed -$44.7K 157
2023
Q1
$44.7K Sell
1,610
-190
-11% -$5.28K 0.04% 55
2022
Q4
$26.3K Hold
1,800
0.02% 71
2022
Q3
$22K Hold
1,800
0.02% 82
2022
Q2
$27K Hold
1,800
0.02% 64
2022
Q1
$50K Hold
1,800
0.04% 59
2021
Q4
$53K Sell
1,800
-800
-31% -$23.6K ﹤0.01% 59
2021
Q3
$54K Sell
2,600
-6,480
-71% -$135K 0.06% 57
2021
Q2
$182K Buy
9,080
+720
+9% +$14.4K 0.15% 52
2021
Q1
$112K Buy
8,360
+680
+9% +$9.11K 0.11% 80
2020
Q4
$100K Sell
7,680
-440
-5% -$5.73K 0.08% 79
2020
Q3
$110K Hold
8,120
0.13% 67
2020
Q2
$77K Buy
8,120
+2,120
+35% +$20.1K 0.1% 80
2020
Q1
$40K Sell
6,000
-1,480
-20% -$9.87K 0.05% 133
2019
Q4
$44K Buy
+7,480
New +$44K 0.06% 168