Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10
Closed -$2K 366
2023
Q3
$2K Hold
10
﹤0.01% 331
2023
Q2
$2K Buy
+10
New +$2K ﹤0.01% 552
2022
Q2
Sell
-814
Closed -$197K 406
2022
Q1
$197K Hold
814
0.01% 234
2021
Q4
$198K Hold
814
0.01% 237
2021
Q3
$166K Hold
814
0.01% 242
2021
Q2
$168K Hold
814
0.01% 239
2021
Q1
$155K Hold
814
0.01% 237
2020
Q4
$154K Hold
814
0.01% 227
2020
Q3
$143K Hold
814
0.01% 220
2020
Q2
$125K Buy
+814
New +$125K ﹤0.01% 227