Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,527
Closed -$6.66K 3955
2023
Q2
$6.66K Buy
1,527
+506
+50% +$2.21K ﹤0.01% 3362
2023
Q1
$4.54K Sell
1,021
-3,019
-75% -$13.4K ﹤0.01% 3533
2022
Q4
$34K Buy
4,040
+1,143
+39% +$9.62K ﹤0.01% 2712
2022
Q3
$18K Buy
+2,897
New +$18K ﹤0.01% 3046
2022
Q2
Sell
-1,818
Closed -$10K 4034
2022
Q1
$10K Buy
1,818
+1,670
+1,128% +$9.19K ﹤0.01% 3341
2021
Q4
$1K Buy
148
+107
+261% +$723 ﹤0.01% 3921
2021
Q3
$4K Sell
41
-18
-31% -$1.76K ﹤0.01% 3654
2021
Q2
$5K Sell
59
-4
-6% -$339 ﹤0.01% 3574
2021
Q1
$7K Hold
63
﹤0.01% 3380
2020
Q4
$9K Buy
63
+12
+24% +$1.71K ﹤0.01% 3177
2020
Q3
$4K Buy
51
+8
+19% +$627 ﹤0.01% 3273
2020
Q2
$3K Buy
43
+33
+330% +$2.3K ﹤0.01% 3339
2020
Q1
$0 Buy
+10
New ﹤0.01% 3584