Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,722
Closed -$211K 172
2023
Q1
$211K Sell
1,722
-64
-4% -$7.85K 0.03% 159
2022
Q4
$209K Sell
1,786
-1,607
-47% -$188K 0.03% 159
2022
Q3
$282K Buy
3,393
+1,330
+64% +$111K 0.04% 138
2022
Q2
$211K Sell
2,063
-261
-11% -$26.7K 0.03% 156
2022
Q1
$313K Sell
2,324
-727
-24% -$97.9K 0.04% 150
2021
Q4
$509K Sell
3,051
-36
-1% -$6.01K 0.05% 137
2021
Q3
$448K Hold
3,087
0.05% 140
2021
Q2
$477K Hold
3,087
0.06% 140
2021
Q1
$410K Buy
3,087
+33
+1% +$4.38K 0.05% 143
2020
Q4
$432K Buy
+3,054
New +$432K 0.06% 135