Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,571
Closed -$97.9K 149
2023
Q1
$97.9K Sell
10,571
-9,500
-47% -$88K 0.04% 139
2022
Q4
$213K Buy
+20,071
New +$213K 0.1% 127
2021
Q4
Sell
-8,104
Closed -$227K 147
2021
Q3
$227K Buy
+8,104
New +$227K 0.12% 125
2021
Q1
Sell
-9,496
Closed -$292K 146
2020
Q4
$292K Sell
9,496
-8,900
-48% -$274K 0.17% 106
2020
Q3
$128K Buy
18,396
+1,360
+8% +$9.46K 0.09% 110
2020
Q2
$114K Buy
17,036
+3,400
+25% +$22.8K 0.1% 96
2020
Q1
$76K Hold
13,636
0.07% 91
2019
Q4
$111K Buy
+13,636
New +$111K 0.08% 107