Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-224
Closed -$27.5K 619
2023
Q1
$27.5K Hold
224
0.01% 622
2022
Q4
$26.2K Buy
224
+100
+81% +$11.7K 0.01% 489
2022
Q3
$11K Buy
124
+1
+0.8% +$89 0.01% 714
2022
Q2
$13K Buy
123
+12
+11% +$1.27K 0.01% 644
2022
Q1
$15K Sell
111
-19
-15% -$2.57K 0.01% 623
2021
Q4
$22K Buy
130
+28
+27% +$4.74K 0.01% 551
2021
Q3
$15K Sell
102
-28
-22% -$4.12K 0.01% 557
2021
Q2
$20K Buy
130
+1
+0.8% +$154 0.01% 545
2021
Q1
$17K Hold
129
0.01% 548
2020
Q4
$18K Buy
+129
New +$18K 0.02% 515