Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-580
Closed -$64.6K 385
2023
Q1
$64.6K Sell
580
-26
-4% -$2.9K 0.03% 422
2022
Q4
$72.6K Hold
606
0.03% 295
2022
Q3
$67K Hold
606
0.04% 317
2022
Q2
$50K Hold
606
0.03% 345
2022
Q1
$77K Hold
606
0.04% 290
2021
Q4
$133K Hold
606
0.07% 218
2021
Q3
$126K Sell
606
-756
-56% -$157K 0.08% 194
2021
Q2
$280K Hold
1,362
0.19% 109
2021
Q1
$275K Hold
1,362
0.22% 94
2020
Q4
$242K Buy
+1,362
New +$242K 0.23% 96