Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$36.3K Sell
380
-266
-41% -$25.4K 0.01% 361
2023
Q2
$71.3K Hold
646
0.01% 276
2023
Q1
$79.2K Sell
646
-109
-14% -$13.4K 0.01% 256
2022
Q4
$88.3K Buy
755
+266
+54% +$31.1K 0.01% 218
2022
Q3
$41K Hold
489
0.01% 301
2022
Q2
$50K Buy
489
+144
+42% +$14.7K 0.01% 281
2022
Q1
$46K Buy
345
+9
+3% +$1.2K 0.01% 298
2021
Q4
$56K Buy
336
+11
+3% +$1.83K 0.01% 283
2021
Q3
$47K Buy
325
+10
+3% +$1.45K 0.01% 279
2021
Q2
$49K Buy
315
+16
+5% +$2.49K 0.01% 276
2021
Q1
$40K Hold
299
0.01% 300
2020
Q4
$42K Hold
299
0.01% 297
2020
Q3
$38K Sell
299
-49
-14% -$6.23K 0.01% 288
2020
Q2
$34K Buy
348
+89
+34% +$8.7K 0.01% 302
2020
Q1
$21K Buy
259
+84
+48% +$6.81K 0.01% 305
2019
Q4
$17K Buy
+175
New +$17K 0.01% 391