Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Hold
0
305
2023
Q3
Sell
-35
Closed -$10K 428
2023
Q2
$10K Buy
+35
New +$10K ﹤0.01% 301
2022
Q2
Sell
-973
Closed -$233K 308
2022
Q1
$233K Buy
973
+5
+0.5% +$1.2K 0.01% 222
2021
Q4
$222K Buy
968
+4
+0.4% +$917 0.01% 224
2021
Q3
$193K Buy
964
+5
+0.5% +$1K 0.01% 236
2021
Q2
$227K Buy
959
+4
+0.4% +$947 0.01% 213
2021
Q1
$231K Buy
955
+4
+0.4% +$968 0.01% 207
2020
Q4
$198K Hold
951
0.01% 208
2020
Q3
$161K Hold
951
0.01% 208
2020
Q2
$178K Buy
+951
New +$178K 0.01% 192