Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-345
Closed -$41.3K 394
2022
Q4
$41.3K Buy
+345
New +$41.3K ﹤0.01% 263
2022
Q1
Sell
-605
Closed -$132K 554
2021
Q4
$132K Buy
+605
New +$132K ﹤0.01% 264
2021
Q2
Sell
-1,935
Closed -$390K 642
2021
Q1
$390K Buy
1,935
+274
+16% +$55.2K ﹤0.01% 132
2020
Q4
$296K Buy
1,661
+925
+126% +$165K 0.01% 137
2020
Q3
$90K Buy
736
+581
+375% +$71K ﹤0.01% 183
2020
Q2
$16K Buy
155
+145
+1,450% +$15K ﹤0.01% 268
2020
Q1
$0 Hold
10
﹤0.01% 499
2019
Q4
$0 Sell
10
-14
-58% ﹤0.01% 533
2019
Q3
$1K Buy
+24
New +$1K ﹤0.01% 369
2018
Q4
Sell
-152
Closed -$8K 259
2018
Q3
$8K Buy
+152
New +$8K ﹤0.01% 180