Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,000
Closed -$49.1K 229
2023
Q1
$49.1K Hold
10,000
0.01% 191
2022
Q4
$46.4K Hold
10,000
0.02% 168
2022
Q3
$42K Sell
10,000
-500
-5% -$2.1K 0.01% 182
2022
Q2
$48K Hold
10,500
0.02% 193
2022
Q1
$57K Sell
10,500
-172
-2% -$934 0.02% 195
2021
Q4
$66K Hold
10,672
0.01% 235
2021
Q3
$58K Hold
10,672
0.01% 219
2021
Q2
$56K Hold
10,672
0.01% 216
2021
Q1
$42K Buy
10,672
+500
+5% +$1.97K 0.01% 205
2020
Q4
$39K Sell
10,172
-4,822
-32% -$18.5K 0.01% 193
2020
Q3
$58K Buy
14,994
+4,822
+47% +$18.7K 0.02% 182
2020
Q2
$44K Buy
10,172
+172
+2% +$744 0.01% 187
2020
Q1
$31K Hold
10,000
0.01% 122
2019
Q4
$37K Buy
+10,000
New +$37K 0.01% 120