Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-97
Closed -$3K 324
2023
Q3
$3K Hold
97
﹤0.01% 310
2023
Q2
$3K Buy
+97
New +$3K ﹤0.01% 483
2022
Q2
Sell
-3,150
Closed -$153K 369
2022
Q1
$153K Hold
3,150
﹤0.01% 250
2021
Q4
$142K Hold
3,150
﹤0.01% 265
2021
Q3
$132K Hold
3,150
﹤0.01% 262
2021
Q2
$136K Hold
3,150
﹤0.01% 256
2021
Q1
$129K Hold
3,150
﹤0.01% 252
2020
Q4
$106K Hold
3,150
﹤0.01% 260
2020
Q3
$78K Hold
3,150
﹤0.01% 279
2020
Q2
$66K Buy
+3,150
New +$66K ﹤0.01% 306