Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-299
Closed -$18.3K 768
2023
Q1
$18.3K Hold
299
﹤0.01% 863
2022
Q4
$18.8K Hold
299
﹤0.01% 869
2022
Q3
$18K Hold
299
﹤0.01% 836
2022
Q2
$20K Hold
299
﹤0.01% 753
2022
Q1
$20K Hold
299
﹤0.01% 741
2021
Q4
$21K Hold
299
﹤0.01% 703
2021
Q3
$19K Hold
299
﹤0.01% 682
2021
Q2
$18K Hold
299
﹤0.01% 659
2021
Q1
$18K Hold
299
﹤0.01% 674
2020
Q4
$17K Hold
299
﹤0.01% 657
2020
Q3
$15K Sell
299
-24
-7% -$1.2K ﹤0.01% 575
2020
Q2
$19K Buy
323
+24
+8% +$1.41K ﹤0.01% 498
2020
Q1
$16K Hold
299
﹤0.01% 466
2019
Q4
$19K Hold
299
0.01% 422
2019
Q3
$20K Hold
299
0.01% 177
2019
Q2
$18K Buy
299
+208
+229% +$12.5K 0.01% 205
2019
Q1
$5K Buy
+91
New +$5K ﹤0.01% 233