Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$142K Buy
598
+1
+0.2% +$237 0.03% 126
2023
Q1
$135K Sell
597
-52
-8% -$11.7K 0.03% 122
2022
Q4
$115K Hold
649
0.03% 101
2022
Q3
$115K Buy
649
+56
+9% +$9.92K 0.03% 102
2022
Q2
$117K Sell
593
-16
-3% -$3.16K 0.03% 101
2022
Q1
$135K Sell
609
-54
-8% -$12K 0.03% 103
2021
Q4
$144K Sell
663
-12
-2% -$2.61K 0.03% 103
2021
Q3
$150K Sell
675
-21
-3% -$4.67K 0.04% 93
2021
Q2
$163K Buy
696
+1
+0.1% +$234 0.04% 89
2021
Q1
$147K Buy
695
+1
+0.1% +$212 0.04% 91
2020
Q4
$152K Sell
694
-42
-6% -$9.2K 0.04% 86
2020
Q3
$150K Buy
736
+43
+6% +$8.76K 0.04% 79
2020
Q2
$136K Buy
693
+1
+0.1% +$196 0.04% 84
2020
Q1
$111K Sell
692
-153
-18% -$24.5K 0.03% 88
2019
Q4
$158K Sell
845
-137
-14% -$25.6K 0.05% 95
2019
Q3
$169K Buy
982
+254
+35% +$43.7K 0.06% 89
2019
Q2
$126K Buy
+728
New +$126K 0.05% 105