Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-18,920
Closed -$81K 1409
2023
Q2
$81K Buy
18,920
+331
+2% +$1.42K ﹤0.01% 1263
2023
Q1
$96K Buy
18,589
+414
+2% +$2.14K ﹤0.01% 1243
2022
Q4
$98K Sell
18,175
-150
-0.8% -$809 ﹤0.01% 1254
2022
Q3
$97K Sell
18,325
-828
-4% -$4.38K ﹤0.01% 1175
2022
Q2
$131K Sell
19,153
-5,287
-22% -$36.2K ﹤0.01% 1165
2022
Q1
$310K Sell
24,440
-11,302
-32% -$143K ﹤0.01% 1024
2021
Q4
$331K Buy
35,742
+3,097
+9% +$28.7K ﹤0.01% 1016
2021
Q3
$343K Buy
32,645
+2,730
+9% +$28.7K ﹤0.01% 959
2021
Q2
$466K Buy
+29,915
New +$466K ﹤0.01% 912