Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$11.8K Buy
144
+19
+15% +$1.56K ﹤0.01% 680
2023
Q1
$8.82K Hold
125
﹤0.01% 724
2022
Q4
$8.57K Hold
125
﹤0.01% 706
2022
Q3
$7K Hold
125
﹤0.01% 763
2022
Q2
$9K Sell
125
-39
-24% -$2.81K ﹤0.01% 694
2022
Q1
$13K Hold
164
﹤0.01% 680
2021
Q4
$14K Buy
164
+26
+19% +$2.22K ﹤0.01% 678
2021
Q3
$11K Hold
138
﹤0.01% 703
2021
Q2
$10K Buy
138
+37
+37% +$2.68K ﹤0.01% 741
2021
Q1
$7K Buy
101
+21
+26% +$1.46K ﹤0.01% 787
2020
Q4
$5K Hold
80
﹤0.01% 625
2020
Q3
$5K Sell
80
-36
-31% -$2.25K ﹤0.01% 547
2020
Q2
$7K Sell
116
-95
-45% -$5.73K ﹤0.01% 528
2020
Q1
$11K Sell
211
-39
-16% -$2.03K ﹤0.01% 529
2019
Q4
$14K Sell
250
-127
-34% -$7.11K ﹤0.01% 410
2019
Q3
$22K Sell
377
-34
-8% -$1.98K 0.01% 387
2019
Q2
$26K Buy
+411
New +$26K 0.01% 362