Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-40
Closed -$5.44K 720
2023
Q2
$5.44K Hold
40
﹤0.01% 400
2023
Q1
$5.29K Sell
40
-4
-9% -$529 ﹤0.01% 429
2022
Q4
$6.24K Sell
44
-3
-6% -$425 ﹤0.01% 369
2022
Q3
$5K Buy
47
+1
+2% +$106 ﹤0.01% 431
2022
Q2
$5K Buy
46
+13
+39% +$1.41K ﹤0.01% 442
2022
Q1
$4K Buy
+33
New +$4K ﹤0.01% 498
2020
Q4
Sell
-159
Closed -$7K 348
2020
Q3
$7K Hold
159
0.01% 275
2020
Q2
$8K Hold
159
0.01% 282
2020
Q1
$5K Buy
+159
New +$5K ﹤0.01% 319