Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,548
Closed -$270K 363
2023
Q2
$270K Sell
3,548
-183
-5% -$13.9K ﹤0.01% 737
2023
Q1
$255K Sell
3,731
-12
-0.3% -$819 ﹤0.01% 738
2022
Q4
$220K Sell
3,743
-735
-16% -$43.3K ﹤0.01% 771
2022
Q3
$232K Sell
4,478
-2,079
-32% -$108K ﹤0.01% 709
2022
Q2
$343K Buy
6,557
+684
+12% +$35.8K 0.01% 634
2022
Q1
$349K Buy
5,873
+1,285
+28% +$76.4K 0.01% 659
2021
Q4
$238K Buy
4,588
+313
+7% +$16.2K ﹤0.01% 805
2021
Q3
$254K Sell
4,275
-398
-9% -$23.6K ﹤0.01% 751
2021
Q2
$292K Sell
4,673
-393
-8% -$24.6K ﹤0.01% 694
2021
Q1
$284K Buy
5,066
+285
+6% +$16K ﹤0.01% 675
2020
Q4
$232K Buy
+4,781
New +$232K ﹤0.01% 713