Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$29.5K Buy
293
+68
+30% +$6.86K ﹤0.01% 516
2023
Q1
$20.9K Sell
225
-230
-51% -$21.4K ﹤0.01% 577
2022
Q4
$33.9K Hold
455
﹤0.01% 474
2022
Q3
$31K Hold
455
﹤0.01% 491
2022
Q2
$37K Hold
455
﹤0.01% 460
2022
Q1
$47K Hold
455
0.01% 442
2021
Q4
$55K Hold
455
0.01% 434
2021
Q3
$51K Buy
455
+135
+42% +$15.1K 0.01% 444
2021
Q2
$38K Sell
320
-125
-28% -$14.8K ﹤0.01% 507
2021
Q1
$53K Buy
445
+225
+102% +$26.8K 0.01% 448
2020
Q4
$24K Hold
220
﹤0.01% 440
2020
Q3
$18K Hold
220
﹤0.01% 435
2020
Q2
$12K Hold
220
﹤0.01% 484
2020
Q1
$11K Buy
+220
New +$11K ﹤0.01% 535
2019
Q1
Sell
-15
Closed -$1K 665
2018
Q4
$1K Hold
15
﹤0.01% 527
2018
Q3
$1K Hold
15
﹤0.01% 605
2018
Q2
$1K Buy
+15
New +$1K ﹤0.01% 626