Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-136
Closed -$48.3K 1067
2023
Q1
$48.3K Buy
136
+13
+11% +$4.62K ﹤0.01% 610
2022
Q4
$40.1K Hold
123
﹤0.01% 665
2022
Q3
$33K Hold
123
﹤0.01% 692
2022
Q2
$35K Buy
+123
New +$35K ﹤0.01% 642
2022
Q1
Sell
-5
Closed -$2K 1535
2021
Q4
$2K Hold
5
﹤0.01% 1171
2021
Q3
$1K Sell
5
-6
-55% -$1.2K ﹤0.01% 1277
2021
Q2
$3K Buy
11
+6
+120% +$1.64K ﹤0.01% 973
2021
Q1
$1K Hold
5
﹤0.01% 1170
2020
Q4
$1K Sell
5
-34
-87% -$6.8K ﹤0.01% 1076
2020
Q3
$9K Buy
39
+33
+550% +$7.62K ﹤0.01% 675
2020
Q2
$1K Buy
+6
New +$1K ﹤0.01% 1020
2020
Q1
Sell
-61
Closed -$13K 1218
2019
Q4
$13K Hold
61
﹤0.01% 495
2019
Q3
$12K Buy
61
+6
+11% +$1.18K ﹤0.01% 216
2019
Q2
$11K Buy
+55
New +$11K ﹤0.01% 247