Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$32.3K Sell
1,053
-71
-6% -$2.18K ﹤0.01% 430
2023
Q1
$33K Sell
1,124
-50
-4% -$1.47K ﹤0.01% 443
2022
Q4
$31.5K Buy
1,174
+48
+4% +$1.29K ﹤0.01% 436
2022
Q3
$28K Sell
1,126
-5
-0.4% -$124 ﹤0.01% 442
2022
Q2
$37K Buy
1,131
+5
+0.4% +$164 ﹤0.01% 419
2022
Q1
$41K Buy
1,126
+1
+0.1% +$36 ﹤0.01% 414
2021
Q4
$42K Hold
1,125
﹤0.01% 449
2021
Q3
$31K Hold
1,125
﹤0.01% 462
2021
Q2
$34K Buy
1,125
+1
+0.1% +$30 ﹤0.01% 440
2021
Q1
$36K Hold
1,124
﹤0.01% 407
2020
Q4
$28K Hold
1,124
﹤0.01% 424
2020
Q3
$21K Hold
1,124
﹤0.01% 423
2020
Q2
$20K Sell
1,124
-242
-18% -$4.31K ﹤0.01% 457
2020
Q1
$24K Hold
1,366
﹤0.01% 396
2019
Q4
$28K Buy
1,366
+250
+22% +$5.12K 0.01% 405
2019
Q3
$21K Hold
1,116
﹤0.01% 423
2019
Q2
$23K Hold
1,116
﹤0.01% 411
2019
Q1
$22K Hold
1,116
﹤0.01% 423
2018
Q4
$23K Hold
1,116
0.01% 377
2018
Q3
$29K Hold
1,116
0.01% 374
2018
Q2
$25K Buy
+1,116
New +$25K 0.01% 400