Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,575
Closed -$63.9K 439
2023
Q1
$63.9K Sell
8,575
-3,295
-28% -$24.6K 0.04% 418
2022
Q4
$147K Buy
11,870
+7,269
+158% +$90.1K 0.08% 349
2022
Q3
$95K Buy
4,601
+33
+0.7% +$681 0.04% 422
2022
Q2
$127K Buy
4,568
+1,681
+58% +$46.7K 0.05% 361
2022
Q1
$126K Sell
2,887
-172
-6% -$7.51K 0.06% 253
2021
Q4
$169K Buy
3,059
+517
+20% +$28.6K 0.06% 288
2021
Q3
$157K Sell
2,542
-134
-5% -$8.28K 0.07% 330
2021
Q2
$227K Sell
2,676
-1,595
-37% -$135K 0.09% 254
2021
Q1
$338K Buy
4,271
+74
+2% +$5.86K 0.14% 215
2020
Q4
$244K Buy
+4,197
New +$244K 0.1% 318