Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-917
Closed -$7.05K 397
2023
Q1
$7.05K Buy
+917
New +$7.05K ﹤0.01% 1124
2022
Q4
Hold
0
1837
2022
Q3
Hold
0
1579
2021
Q1
Sell
-218
Closed -$1K 1255
2020
Q4
$1K Sell
218
-728
-77% -$3.34K ﹤0.01% 1018
2020
Q3
$4K Buy
946
+646
+215% +$2.73K ﹤0.01% 788
2020
Q2
$2K Buy
+300
New +$2K ﹤0.01% 861