Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-924
Closed -$3K 1736
2023
Q3
$3K Buy
+924
New +$3K ﹤0.01% 1222
2023
Q2
Hold
0
1775
2023
Q1
Hold
0
1940
2022
Q4
Sell
-700
Closed -$1K 2147
2022
Q3
$1K Buy
700
+24
+4% +$34 ﹤0.01% 1819
2022
Q2
$1K Sell
676
-62
-8% -$92 ﹤0.01% 1795
2022
Q1
$3K Sell
738
-1,093
-60% -$4.44K ﹤0.01% 1767
2021
Q4
$8K Buy
1,831
+789
+76% +$3.45K ﹤0.01% 1720
2021
Q3
$10K Sell
1,042
-6,998
-87% -$67.2K ﹤0.01% 1709
2021
Q2
$79K Buy
8,040
+3,040
+61% +$29.9K ﹤0.01% 1073
2021
Q1
$49K Buy
+5,000
New +$49K ﹤0.01% 1175