Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-230
Closed -$1.46K 578
2023
Q3
$1.46K Buy
+230
New +$1.46K ﹤0.01% 493
2022
Q1
Sell
-330
Closed -$3K 619
2021
Q4
$3K Hold
330
﹤0.01% 505
2021
Q3
$4K Hold
330
﹤0.01% 486
2021
Q2
$5K Buy
+330
New +$5K ﹤0.01% 474
2020
Q4
Sell
-2,345
Closed -$36K 553
2020
Q3
$36K Sell
2,345
-40
-2% -$614 0.03% 280
2020
Q2
$40K Buy
+2,385
New +$40K 0.04% 261