Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$66K Buy
4,365
+53
+1% +$802 0.01% 193
2023
Q1
$54.3K Sell
4,312
-459
-10% -$5.78K 0.01% 201
2022
Q4
$53.4K Hold
4,771
0.02% 154
2022
Q3
$53K Buy
4,771
+40
+0.8% +$444 0.02% 154
2022
Q2
$53K Buy
4,731
+6
+0.1% +$67 0.01% 156
2022
Q1
$80K Buy
4,725
+48
+1% +$813 0.02% 141
2021
Q4
$97K Buy
4,677
+576
+14% +$11.9K 0.02% 134
2021
Q3
$58K Hold
4,101
0.01% 161
2021
Q2
$61K Hold
4,101
0.01% 162
2021
Q1
$50K Hold
4,101
0.01% 178
2020
Q4
$36K Sell
4,101
-1,256
-23% -$11K 0.01% 177
2020
Q3
$36K Hold
5,357
0.01% 172
2020
Q2
$32K Hold
5,357
0.01% 178
2020
Q1
$25K Sell
5,357
-250
-4% -$1.17K 0.01% 185
2019
Q4
$52K Hold
5,607
0.02% 171
2019
Q3
$51K Hold
5,607
0.02% 173
2019
Q2
$57K Buy
+5,607
New +$57K 0.02% 171