Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-228
Closed -$10.3K 1557
2023
Q1
$10.3K Hold
228
﹤0.01% 1075
2022
Q4
$10.4K Buy
228
+1
+0.4% +$46 ﹤0.01% 1051
2022
Q3
$8K Buy
227
+203
+846% +$7.15K ﹤0.01% 1171
2022
Q2
$1K Sell
24
-228
-90% -$9.5K ﹤0.01% 2175
2022
Q1
$11K Buy
252
+228
+950% +$9.95K ﹤0.01% 1052
2021
Q4
$1K Sell
24
-177
-88% -$7.38K ﹤0.01% 2218
2021
Q3
$8K Buy
201
+40
+25% +$1.59K ﹤0.01% 1260
2021
Q2
$8K Buy
161
+44
+38% +$2.19K ﹤0.01% 1105
2021
Q1
$5K Buy
117
+93
+388% +$3.97K ﹤0.01% 1267
2020
Q4
$1K Sell
24
-62
-72% -$2.58K ﹤0.01% 1396
2020
Q3
$2K Hold
86
﹤0.01% 1128
2020
Q2
$2K Buy
86
+3
+4% +$70 ﹤0.01% 1076
2020
Q1
$1K Hold
83
﹤0.01% 1289
2019
Q4
$2K Buy
+83
New +$2K ﹤0.01% 1170
2019
Q3
Sell
-103
Closed -$2K 1582
2019
Q2
$2K Sell
103
-36
-26% -$699 ﹤0.01% 1035
2019
Q1
$5K Hold
139
﹤0.01% 793
2018
Q4
$4K Buy
+139
New +$4K ﹤0.01% 828
2018
Q1
Sell
-43
Closed -$2K 1411
2017
Q4
$2K Buy
+43
New +$2K ﹤0.01% 1037