Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$16.3K Buy
193
+20
+12% +$1.69K ﹤0.01% 613
2023
Q1
$19.3K Sell
173
-382
-69% -$42.5K ﹤0.01% 588
2022
Q4
$66.5K Sell
555
-85
-13% -$10.2K 0.01% 379
2022
Q3
$64K Hold
640
0.01% 375
2022
Q2
$47K Sell
640
-25
-4% -$1.84K 0.01% 417
2022
Q1
$83K Hold
665
0.01% 358
2021
Q4
$146K Hold
665
0.02% 311
2021
Q3
$138K Hold
665
0.02% 325
2021
Q2
$137K Sell
665
-53
-7% -$10.9K 0.02% 341
2021
Q1
$145K Buy
+718
New +$145K 0.02% 322
2019
Q3
Sell
-60
Closed -$4K 628
2019
Q2
$4K Hold
60
﹤0.01% 518
2019
Q1
$4K Buy
+60
New +$4K ﹤0.01% 493
2018
Q2
Sell
-1,000
Closed -$28K 651
2018
Q1
$28K Buy
+1,000
New +$28K 0.01% 296