Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-254
Closed -$13K 222
2023
Q3
$13K Sell
254
-79
-24% -$4.04K ﹤0.01% 174
2023
Q2
$19.1K Buy
333
+1
+0.3% +$57 0.01% 154
2023
Q1
$20K Buy
332
+1
+0.3% +$60 0.01% 148
2022
Q4
$19.5K Buy
331
+1
+0.3% +$59 0.01% 146
2022
Q3
$19K Buy
330
+1
+0.3% +$58 0.01% 149
2022
Q2
$18K Hold
329
0.01% 150
2022
Q1
$19K Buy
329
+1
+0.3% +$58 0.01% 155
2021
Q4
$16K Buy
328
+1
+0.3% +$49 0.01% 149
2021
Q3
$14K Buy
327
+1
+0.3% +$43 0.01% 154
2021
Q2
$14K Buy
326
+1
+0.3% +$43 0.01% 151
2021
Q1
$15K Buy
325
+1
+0.3% +$46 0.01% 138
2020
Q4
$13K Buy
324
+1
+0.3% +$40 0.01% 138
2020
Q3
$9K Buy
323
+2
+0.6% +$56 0.01% 140
2020
Q2
$9K Sell
321
-76
-19% -$2.13K 0.01% 144
2020
Q1
$9K Sell
397
-304
-43% -$6.89K 0.01% 138
2019
Q4
$21K Buy
+701
New +$21K 0.01% 131