Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-101
Closed -$23.1K 794
2023
Q1
$23.1K Hold
101
﹤0.01% 815
2022
Q4
$17.5K Hold
101
﹤0.01% 884
2022
Q3
$15K Hold
101
﹤0.01% 894
2022
Q2
$23K Hold
101
﹤0.01% 727
2022
Q1
$23K Hold
101
﹤0.01% 706
2021
Q4
$26K Hold
101
﹤0.01% 660
2021
Q3
$22K Hold
101
﹤0.01% 646
2021
Q2
$30K Hold
101
﹤0.01% 565
2021
Q1
$29K Sell
101
-170
-63% -$48.8K ﹤0.01% 584
2020
Q4
$70K Buy
271
+170
+168% +$43.9K 0.01% 387
2020
Q3
$25K Hold
101
﹤0.01% 485
2020
Q2
$14K Sell
101
-199
-66% -$27.6K ﹤0.01% 545
2020
Q1
$36K Sell
300
-15
-5% -$1.8K 0.01% 299
2019
Q4
$48K Buy
315
+100
+47% +$15.2K 0.01% 202
2019
Q3
$31K Buy
215
+15
+8% +$2.16K 0.01% 155
2019
Q2
$33K Hold
200
0.01% 157
2019
Q1
$36K Hold
200
0.02% 107
2018
Q4
$32K Buy
+200
New +$32K 0.02% 212