Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$240K Sell
9,059
-1,867
-17% -$49.4K ﹤0.01% 518
2023
Q1
$304K Buy
10,926
+455
+4% +$12.6K ﹤0.01% 481
2022
Q4
$306K Sell
10,471
-3,707
-26% -$108K ﹤0.01% 476
2022
Q3
$359K Buy
+14,178
New +$359K ﹤0.01% 440
2022
Q2
Sell
-10,278
Closed -$294K 598
2022
Q1
$294K Sell
10,278
-1,633
-14% -$46.7K ﹤0.01% 357
2021
Q4
$358K Sell
11,911
-3,683
-24% -$111K ﹤0.01% 350
2021
Q3
$435K Buy
15,594
+3,037
+24% +$84.7K ﹤0.01% 351
2021
Q2
$351K Buy
+12,557
New +$351K ﹤0.01% 367
2019
Q1
Sell
-10,765
Closed -$305K 346
2018
Q4
$305K Sell
10,765
-2,555
-19% -$72.4K ﹤0.01% 326
2018
Q3
$390K Buy
13,320
+1,142
+9% +$33.4K ﹤0.01% 326
2018
Q2
$348K Sell
12,178
-1,609
-12% -$46K ﹤0.01% 332
2018
Q1
$390K Sell
13,787
-1,825
-12% -$51.6K ﹤0.01% 344
2017
Q4
$483K Sell
15,612
-2,955
-16% -$91.4K ﹤0.01% 357
2017
Q3
$705K Buy
18,567
+3,163
+21% +$120K ﹤0.01% 333
2017
Q2
$596K Buy
+15,404
New +$596K ﹤0.01% 333