Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-818
Closed -$37K 383
2023
Q1
$37K Hold
818
﹤0.01% 504
2022
Q4
$34K Sell
818
-579
-41% -$24.1K ﹤0.01% 506
2022
Q3
$50K Buy
1,397
+316
+29% +$11.3K 0.01% 364
2022
Q2
$46K Buy
1,081
+14
+1% +$596 0.01% 387
2022
Q1
$43K Buy
1,067
+144
+16% +$5.8K 0.01% 441
2021
Q4
$38K Buy
923
+28
+3% +$1.15K 0.01% 472
2021
Q3
$33K Buy
895
+71
+9% +$2.62K 0.01% 498
2021
Q2
$33K Hold
824
0.01% 473
2021
Q1
$34K Buy
824
+88
+12% +$3.63K 0.01% 424
2020
Q4
$26K Hold
736
0.01% 419
2020
Q3
$19K Buy
736
+62
+9% +$1.6K 0.01% 439
2020
Q2
$19K Sell
674
-60
-8% -$1.69K 0.01% 440
2020
Q1
$18K Buy
734
+223
+44% +$5.47K 0.01% 450
2019
Q4
$22K Sell
511
-2
-0.4% -$86 0.01% 523
2019
Q3
$23K Hold
513
0.01% 459
2019
Q2
$23K Hold
513
0.01% 438
2019
Q1
$22K Sell
513
-12
-2% -$515 0.01% 470
2018
Q4
$19K Buy
525
+453
+629% +$16.4K 0.01% 472
2018
Q3
$3K Sell
72
-29
-29% -$1.21K ﹤0.01% 886
2018
Q2
$4K Buy
+101
New +$4K ﹤0.01% 825