Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,510
Closed -$75K 2108
2023
Q1
$75K Hold
6,510
﹤0.01% 1744
2022
Q4
$343K Buy
6,510
+1,290
+25% +$68K ﹤0.01% 1453
2022
Q3
$601K Buy
5,220
+3,450
+195% +$397K ﹤0.01% 1232
2022
Q2
$200K Buy
1,770
+1,330
+302% +$150K ﹤0.01% 1609
2022
Q1
$21K Buy
+440
New +$21K ﹤0.01% 2042
2021
Q4
Sell
-660
Closed -$56K 2299
2021
Q3
$56K Sell
660
-3,030
-82% -$257K ﹤0.01% 2054
2021
Q2
$297K Buy
3,690
+350
+10% +$28.2K ﹤0.01% 1721
2021
Q1
$359K Buy
+3,340
New +$359K ﹤0.01% 1667
2014
Q4
Sell
-636
Closed -$22K 1849
2014
Q3
$22K Sell
636
-1,834
-74% -$63.4K ﹤0.01% 1728
2014
Q2
$136K Hold
2,470
﹤0.01% 1509
2014
Q1
$192K Hold
2,470
﹤0.01% 1451
2013
Q4
$210K Sell
2,470
-290
-11% -$24.7K ﹤0.01% 1448
2013
Q3
$272K Sell
2,760
-595
-18% -$58.6K ﹤0.01% 1404
2013
Q2
$331K Buy
+3,355
New +$331K ﹤0.01% 1389