Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$422K Sell
538
-48
-8% -$37.6K ﹤0.01% 426
2023
Q1
$423K Sell
586
-85
-13% -$61.3K ﹤0.01% 425
2022
Q4
$440K Sell
671
-2,676
-80% -$1.75M ﹤0.01% 417
2022
Q3
$1.9M Sell
3,347
-584
-15% -$332K 0.01% 237
2022
Q2
$2.58M Buy
+3,931
New +$2.58M 0.01% 227
2022
Q1
Sell
-15,683
Closed -$13.3M 374
2021
Q4
$13.3M Buy
15,683
+170
+1% +$144K 0.04% 144
2021
Q3
$12.3M Buy
15,513
+327
+2% +$258K 0.04% 147
2021
Q2
$12.2M Buy
15,186
+92
+0.6% +$73.8K 0.04% 151
2021
Q1
$10.3M Buy
15,094
+1,972
+15% +$1.34M 0.04% 159
2020
Q4
$9.37M Buy
+13,122
New +$9.37M 0.04% 156