Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,415
Closed -$14.8K 91
2023
Q3
$14.8K Hold
10,415
﹤0.01% 78
2023
Q2
$23.5K Hold
10,415
0.01% 81
2023
Q1
$27.6K Hold
10,415
0.01% 77
2022
Q4
$54.4K Hold
10,415
0.02% 77
2022
Q3
$76K Hold
10,415
0.02% 77
2022
Q2
$114K Hold
10,415
0.03% 82
2022
Q1
$117K Hold
10,415
0.03% 95
2021
Q4
$131K Hold
10,415
0.03% 90
2021
Q3
$129K Hold
10,415
0.04% 95
2021
Q2
$142K Hold
10,415
0.04% 95
2021
Q1
$139K Buy
10,415
+180
+2% +$2.4K 0.05% 83
2020
Q4
$100K Sell
10,235
-289
-3% -$2.82K 0.03% 80
2020
Q3
$106K Buy
10,524
+12
+0.1% +$121 0.04% 72
2020
Q2
$105K Sell
10,512
-390
-4% -$3.9K 0.05% 69
2020
Q1
$108K Sell
10,902
-3,993
-27% -$39.6K 0.05% 69
2019
Q4
$217K Buy
+14,895
New +$217K 0.21% 88