Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-45
Closed -$17K 552
2023
Q2
$17K Buy
+45
New +$17K ﹤0.01% 262
2022
Q2
Sell
-107
Closed -$34K 347
2022
Q1
$34K Hold
107
﹤0.01% 369
2021
Q4
$37K Hold
107
﹤0.01% 367
2021
Q3
$31K Buy
107
+1
+0.9% +$290 ﹤0.01% 376
2021
Q2
$31K Hold
106
﹤0.01% 374
2021
Q1
$30K Hold
106
﹤0.01% 377
2020
Q4
$28K Hold
106
﹤0.01% 378
2020
Q3
$25K Hold
106
﹤0.01% 369
2020
Q2
$22K Buy
+106
New +$22K ﹤0.01% 409