Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,688
Closed -$110K 515
2023
Q2
$110K Hold
1,688
0.02% 230
2023
Q1
$92.9K Hold
1,688
0.01% 209
2022
Q4
$89.1K Hold
1,688
0.01% 168
2022
Q3
$73K Hold
1,688
0.03% 165
2022
Q2
$82K Hold
1,688
0.03% 190
2022
Q1
$92K Hold
1,688
0.03% 190
2021
Q4
$80K Hold
1,688
0.02% 227
2021
Q3
$67K Hold
1,688
0.02% 223
2021
Q2
$64K Sell
1,688
-540
-24% -$20.5K 0.02% 178
2021
Q1
$86K Buy
+2,228
New +$86K 0.03% 159