Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-18
Closed -$2.03K 1284
2023
Q3
$2.03K Sell
18
-5
-22% -$565 ﹤0.01% 1004
2023
Q2
$2.02K Hold
23
﹤0.01% 998
2023
Q1
$2.02K Hold
23
﹤0.01% 993
2022
Q4
$2.02K Sell
23
-1,254
-98% -$110K ﹤0.01% 995
2022
Q3
$102K Sell
1,277
-320
-20% -$25.6K 0.03% 369
2022
Q2
$128K Buy
1,597
+16
+1% +$1.28K 0.03% 342
2022
Q1
$139K Sell
1,581
-29
-2% -$2.55K 0.03% 350
2021
Q4
$130K Hold
1,610
0.03% 371
2021
Q3
$123K Hold
1,610
0.03% 363
2021
Q2
$135K Sell
1,610
-8
-0.5% -$671 0.04% 353
2021
Q1
$135K Hold
1,618
0.04% 346
2020
Q4
$128K Buy
1,618
+5
+0.3% +$396 0.04% 331
2020
Q3
$102 Buy
1,613
+115
+8% +$7 0.02% 356
2020
Q2
$79K Sell
1,498
-38
-2% -$2K 0.03% 381
2020
Q1
$78K Buy
1,536
+1,473
+2,338% +$74.8K 0.04% 332
2019
Q4
$5K Buy
+63
New +$5K ﹤0.01% 857