Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$216K Buy
1,081
+1
+0.1% +$200 0.09% 77
2023
Q2
$270K Buy
1,080
+1
+0.1% +$250 0.1% 87
2023
Q1
$274K Buy
1,079
+2
+0.2% +$509 0.11% 89
2022
Q4
$249K Buy
1,077
+1
+0.1% +$232 0.1% 97
2022
Q3
$237K Sell
1,076
-199
-16% -$43.8K 0.1% 94
2022
Q2
$274K Buy
1,275
+1
+0.1% +$215 0.11% 90
2022
Q1
$276K Buy
1,274
+2
+0.2% +$433 0.1% 101
2021
Q4
$246K Buy
1,272
+1
+0.1% +$193 0.08% 96
2021
Q3
$215K Buy
1,271
+1
+0.1% +$169 0.08% 120
2021
Q2
$221K Buy
1,270
+1
+0.1% +$174 0.09% 115
2021
Q1
$201K Sell
1,269
-173
-12% -$27.4K 0.09% 119
2020
Q4
$220K Buy
+1,442
New +$220K 0.11% 100
2019
Q1
Sell
-633
Closed -$68K 280
2018
Q4
$68K Buy
+633
New +$68K 0.06% 153