Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$395 Sell
26
-3
-10% -$46 ﹤0.01% 771
2023
Q2
$601 Sell
29
-3
-9% -$62 ﹤0.01% 767
2023
Q1
$771 Hold
32
﹤0.01% 783
2022
Q4
$920 Hold
32
﹤0.01% 763
2022
Q3
$1K Hold
32
﹤0.01% 662
2022
Q2
$1K Hold
32
﹤0.01% 663
2022
Q1
$1K Sell
32
-5
-14% -$156 ﹤0.01% 673
2021
Q4
$1K Sell
37
-26
-41% -$703 ﹤0.01% 688
2021
Q3
$1K Hold
63
﹤0.01% 655
2021
Q2
$2K Hold
63
﹤0.01% 611
2021
Q1
$2K Hold
63
﹤0.01% 593
2020
Q4
$1K Hold
63
﹤0.01% 632
2020
Q3
$1K Sell
63
-3
-5% -$48 ﹤0.01% 616
2020
Q2
$0 Hold
66
﹤0.01% 825
2020
Q1
$1K Hold
66
﹤0.01% 588
2019
Q4
$1K Buy
+66
New +$1K ﹤0.01% 625