Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$89.2K Buy
808
+2
+0.2% +$221 0.02% 166
2023
Q1
$98.8K Sell
806
-111
-12% -$13.6K 0.02% 152
2022
Q4
$76.2K Buy
917
+1
+0.1% +$83 0.02% 127
2022
Q3
$76K Buy
916
+8
+0.9% +$664 0.02% 127
2022
Q2
$93K Sell
908
-172
-16% -$17.6K 0.03% 121
2022
Q1
$145K Hold
1,080
0.03% 100
2021
Q4
$180K Buy
1,080
+5
+0.5% +$833 0.04% 87
2021
Q3
$156K Buy
1,075
+26
+2% +$3.77K 0.04% 90
2021
Q2
$162K Buy
1,049
+2
+0.2% +$309 0.04% 90
2021
Q1
$139K Hold
1,047
0.04% 96
2020
Q4
$148K Buy
1,047
+327
+45% +$46.2K 0.04% 87
2020
Q3
$91K Hold
720
0.03% 108
2020
Q2
$71K Buy
720
+2
+0.3% +$197 0.02% 115
2020
Q1
$59K Sell
718
-119
-14% -$9.78K 0.02% 121
2019
Q4
$84K Buy
837
+119
+17% +$11.9K 0.03% 131
2019
Q3
$67K Hold
718
0.02% 151
2019
Q2
$60K Buy
+718
New +$60K 0.02% 166