Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$27.2K Hold
1,650
﹤0.01% 403
2023
Q2
$29.7K Hold
1,650
﹤0.01% 388
2023
Q1
$29.9K Hold
1,650
﹤0.01% 390
2022
Q4
$25.2K Hold
1,650
﹤0.01% 391
2022
Q3
$21K Hold
1,650
﹤0.01% 383
2022
Q2
$27K Hold
1,650
0.01% 356
2022
Q1
$34K Hold
1,650
0.01% 340
2021
Q4
$42K Hold
1,650
0.01% 322
2021
Q3
$36K Hold
1,650
0.01% 316
2021
Q2
$32K Hold
1,650
0.01% 331
2021
Q1
$35K Sell
1,650
-750
-31% -$15.9K 0.01% 313
2020
Q4
$49K Hold
2,400
0.01% 277
2020
Q3
$37K Sell
2,400
-3,050
-56% -$47K 0.01% 290
2020
Q2
$75K Buy
5,450
+3,190
+141% +$43.9K 0.03% 188
2020
Q1
$27K Hold
2,260
0.01% 274
2019
Q4
$30K Buy
+2,260
New +$30K 0.02% 304