Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-81
Closed -$778 1686
2023
Q1
$778 Hold
81
﹤0.01% 1614
2022
Q4
$529 Buy
+81
New +$529 ﹤0.01% 1608
2021
Q3
Sell
-415
Closed -$6K 1613
2021
Q2
$6K Hold
415
﹤0.01% 879
2021
Q1
$6K Sell
415
-46
-10% -$665 ﹤0.01% 886
2020
Q4
$7K Buy
461
+40
+10% +$607 ﹤0.01% 796
2020
Q3
$6K Buy
421
+6
+1% +$86 ﹤0.01% 747
2020
Q2
$7K Hold
415
﹤0.01% 695
2020
Q1
$4K Buy
+415
New +$4K ﹤0.01% 688