Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-894
Closed -$96.9K 531
2023
Q2
$96.9K Hold
894
0.02% 251
2023
Q1
$90.1K Hold
894
0.01% 216
2022
Q4
$78.5K Hold
894
0.01% 181
2022
Q3
$63K Hold
894
0.03% 177
2022
Q2
$71K Hold
894
0.02% 209
2022
Q1
$78K Hold
894
0.02% 215
2021
Q4
$72K Hold
894
0.02% 243
2021
Q3
$68K Hold
894
0.02% 220
2021
Q2
$75K Hold
894
0.03% 165
2021
Q1
$74K Buy
+894
New +$74K 0.03% 180