Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,270
Closed -$16K 777
2023
Q1
$16K Buy
1,270
+1,211
+2,053% +$15.3K ﹤0.01% 906
2022
Q4
$686 Buy
+59
New +$686 ﹤0.01% 1579
2022
Q1
Hold
0
1484
2021
Q4
Hold
0
1489
2021
Q3
Sell
-818
Closed -$12K 1459
2021
Q2
$12K Buy
818
+14
+2% +$205 ﹤0.01% 727
2021
Q1
$10K Sell
804
-25
-3% -$311 ﹤0.01% 783
2020
Q4
$7K Sell
829
-1,275
-61% -$10.8K ﹤0.01% 786
2020
Q3
$14K Buy
2,104
+531
+34% +$3.53K ﹤0.01% 586
2020
Q2
$10K Buy
+1,573
New +$10K ﹤0.01% 618