Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-131
Closed -$6K 391
2023
Q2
$6K Buy
+131
New +$6K ﹤0.01% 360
2022
Q2
Sell
-4,301
Closed -$356K 298
2022
Q1
$356K Hold
4,301
0.01% 188
2021
Q4
$443K Hold
4,301
0.01% 177
2021
Q3
$440K Hold
4,301
0.01% 176
2021
Q2
$410K Hold
4,301
0.01% 171
2021
Q1
$351K Hold
4,301
0.01% 174
2020
Q4
$292K Hold
4,301
0.01% 178
2020
Q3
$199K Hold
4,301
0.01% 191
2020
Q2
$190K Buy
+4,301
New +$190K 0.01% 188