Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-94
Closed -$5K 362
2023
Q3
$5K Hold
94
﹤0.01% 302
2023
Q2
$5K Buy
+94
New +$5K ﹤0.01% 408
2022
Q2
Sell
-1,483
Closed -$76K 399
2022
Q1
$76K Hold
1,483
﹤0.01% 307
2021
Q4
$74K Hold
1,483
﹤0.01% 315
2021
Q3
$71K Hold
1,483
﹤0.01% 318
2021
Q2
$78K Buy
1,483
+38
+3% +$2K ﹤0.01% 309
2021
Q1
$71K Hold
1,445
﹤0.01% 318
2020
Q4
$70K Hold
1,445
﹤0.01% 307
2020
Q3
$72K Hold
1,445
﹤0.01% 286
2020
Q2
$74K Buy
+1,445
New +$74K ﹤0.01% 293