Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-429
Closed -$29.9K 338
2023
Q2
$29.9K Hold
429
﹤0.01% 350
2023
Q1
$27.7K Buy
429
+29
+7% +$1.87K ﹤0.01% 309
2022
Q4
$28.8K Buy
+400
New +$28.8K ﹤0.01% 269
2022
Q3
Sell
-93
Closed -$5K 365
2022
Q2
$5K Hold
93
﹤0.01% 419
2022
Q1
$6K Buy
+93
New +$6K ﹤0.01% 410
2021
Q3
Sell
-70
Closed -$4K 374
2021
Q2
$4K Hold
70
﹤0.01% 291
2021
Q1
$4K Buy
+70
New +$4K ﹤0.01% 359