Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-125
Closed -$10.8K 518
2023
Q1
$10.8K Hold
125
﹤0.01% 863
2022
Q4
$10.2K Hold
125
﹤0.01% 702
2022
Q3
$9K Buy
125
+1
+0.8% +$72 ﹤0.01% 757
2022
Q2
$8K Buy
124
+1
+0.8% +$65 ﹤0.01% 743
2022
Q1
$9K Hold
123
﹤0.01% 722
2021
Q4
$13K Hold
123
0.01% 657
2021
Q3
$11K Buy
123
+1
+0.8% +$89 0.01% 617
2021
Q2
$11K Hold
122
0.01% 676
2021
Q1
$11K Hold
122
0.01% 639
2020
Q4
$9K Buy
+122
New +$9K 0.01% 630