Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,406
Closed -$138K 796
2023
Q2
$138K Sell
3,406
-330
-9% -$13.4K 0.02% 172
2023
Q1
$185K Hold
3,736
0.03% 167
2022
Q4
$169K Hold
3,736
0.03% 170
2022
Q3
$162K Hold
3,736
0.03% 172
2022
Q2
$160K Buy
3,736
+330
+10% +$14.1K 0.04% 159
2022
Q1
$151K Hold
3,406
0.03% 138
2021
Q4
$198K Hold
3,406
0.04% 89
2021
Q3
$196K Hold
3,406
0.05% 69
2021
Q2
$216K Hold
3,406
0.05% 66
2021
Q1
$224K Hold
3,406
0.06% 59
2020
Q4
$182K Hold
3,406
0.07% 65
2020
Q3
$138K Hold
3,406
0.06% 65
2020
Q2
$187K Buy
+3,406
New +$187K 0.09% 53