Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-185
Closed -$5K 619
2023
Q2
$5K Buy
+185
New +$5K ﹤0.01% 407
2022
Q2
Sell
-1,070
Closed -$74K 397
2022
Q1
$74K Hold
1,070
﹤0.01% 313
2021
Q4
$95K Hold
1,070
﹤0.01% 298
2021
Q3
$83K Hold
1,070
﹤0.01% 301
2021
Q2
$74K Hold
1,070
﹤0.01% 314
2021
Q1
$74K Hold
1,070
﹤0.01% 311
2020
Q4
$77K Hold
1,070
﹤0.01% 295
2020
Q3
$57K Hold
1,070
﹤0.01% 315
2020
Q2
$56K Buy
+1,070
New +$56K ﹤0.01% 333