Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-437
Closed -$13K 166
2023
Q2
$13K Buy
+437
New +$13K 0.01% 167
2023
Q1
Sell
-437
Closed -$11K 260
2022
Q4
$11K Hold
437
0.01% 163
2022
Q3
$10K Hold
437
0.01% 147
2022
Q2
$14K Hold
437
0.01% 168
2022
Q1
$15K Hold
437
0.02% 163
2021
Q4
$16K Buy
+437
New +$16K 0.02% 170