Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-55
Closed -$8.2K 121
2022
Q4
$8.2K Hold
55
0.01% 115
2022
Q3
$8K Buy
+55
New +$8K 0.01% 122
2022
Q2
Sell
-4,095
Closed -$869K 139
2022
Q1
$869K Buy
4,095
+20
+0.5% +$4.24K 0.5% 49
2021
Q4
$943K Buy
4,075
+150
+4% +$34.7K 0.48% 51
2021
Q3
$898K Buy
3,925
+600
+18% +$137K 0.49% 49
2021
Q2
$804K Buy
3,325
+105
+3% +$25.4K 0.45% 50
2021
Q1
$638K Buy
3,220
+1,845
+134% +$366K 0.4% 54
2020
Q4
$243K Buy
+1,375
New +$243K 0.15% 61