Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-602
Closed -$2.11K 4803
2022
Q4
$2.11K Sell
602
-3,693
-86% -$12.9K ﹤0.01% 4853
2022
Q3
$19K Sell
4,295
-7,227
-63% -$32K ﹤0.01% 4836
2022
Q2
$203K Sell
11,522
-83
-0.7% -$1.46K ﹤0.01% 4191
2022
Q1
$205K Buy
11,605
+778
+7% +$13.7K ﹤0.01% 4373
2021
Q4
$238K Sell
10,827
-2,549
-19% -$56K ﹤0.01% 4272
2021
Q3
$455K Buy
+13,376
New +$455K ﹤0.01% 4013
2020
Q3
Sell
-1,476
Closed -$109K 3845
2020
Q2
$109K Sell
1,476
-23
-2% -$1.7K ﹤0.01% 3652
2020
Q1
$283K Buy
+1,499
New +$283K ﹤0.01% 3534