Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-473
Closed -$14.5K 742
2023
Q2
$14.5K Sell
473
-7
-1% -$215 0.01% 302
2023
Q1
$14.1K Buy
480
+27
+6% +$792 0.01% 331
2022
Q4
$12.2K Sell
453
-29
-6% -$779 0.01% 307
2022
Q3
$12K Sell
482
-7
-1% -$174 0.01% 354
2022
Q2
$16K Buy
489
+10
+2% +$327 0.01% 341
2022
Q1
$17K Sell
479
-321
-40% -$11.4K 0.01% 345
2021
Q4
$30K Buy
800
+400
+100% +$15K 0.01% 256
2021
Q3
$11K Hold
400
0.01% 298
2021
Q2
$12K Sell
400
-524
-57% -$15.7K 0.01% 293
2021
Q1
$29K Sell
924
-567
-38% -$17.8K 0.02% 207
2020
Q4
$37K Hold
1,491
0.02% 165
2020
Q3
$28K Hold
1,491
0.02% 195
2020
Q2
$26K Hold
1,491
0.02% 205
2020
Q1
$26K Buy
1,491
+567
+61% +$9.89K 0.02% 199
2019
Q4
$19K Buy
+924
New +$19K 0.02% 244