Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,568
Closed -$6.3K 20
2023
Q2
$6.3K Hold
1,568
﹤0.01% 17
2023
Q1
$11.3K Hold
1,568
0.01% 18
2022
Q4
$11.4K Hold
1,568
0.01% 77
2022
Q3
$24K Hold
1,568
0.01% 167
2022
Q2
$22K Hold
1,568
0.01% 173
2022
Q1
$35K Hold
1,568
0.01% 187
2021
Q4
$63K Hold
1,568
0.02% 192
2021
Q3
$46K Hold
1,568
0.01% 193
2021
Q2
$48K Hold
1,568
0.01% 195
2021
Q1
$58K Hold
1,568
0.02% 198
2020
Q4
$37K Hold
1,568
0.01% 190
2020
Q3
$62K Hold
1,568
0.02% 183
2020
Q2
$131K Sell
1,568
-1
-0.1% -$84 0.05% 175
2020
Q1
$18K Hold
1,569
0.01% 105
2019
Q4
$64K Buy
+1,569
New +$64K 0.02% 137