Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-103
Closed -$7.24K 5164
2023
Q1
$7.24K Hold
103
﹤0.01% 4982
2022
Q4
$8.42K Hold
103
﹤0.01% 4956
2022
Q3
$9K Hold
103
﹤0.01% 5269
2022
Q2
$16K Hold
103
﹤0.01% 5457
2022
Q1
$39K Sell
103
-1
-1% -$379 ﹤0.01% 5510
2021
Q4
$40K Hold
104
﹤0.01% 5388
2021
Q3
$77K Buy
104
+30
+41% +$22.2K ﹤0.01% 5104
2021
Q2
$77K Hold
74
﹤0.01% 5182
2021
Q1
$110K Buy
74
+36
+95% +$53.5K ﹤0.01% 5011
2020
Q4
$40K Buy
38
+2
+6% +$2.11K ﹤0.01% 4580
2020
Q3
$26K Sell
36
-7
-16% -$5.06K ﹤0.01% 4377
2020
Q2
$30K Sell
43
-41
-49% -$28.6K ﹤0.01% 4289
2020
Q1
$28K Buy
84
+55
+190% +$18.3K ﹤0.01% 4325
2019
Q4
$24K Sell
29
-178
-86% -$147K ﹤0.01% 4251
2019
Q3
$294K Buy
+207
New +$294K ﹤0.01% 3800
2018
Q1
Sell
-31
Closed -$49K 4357
2017
Q4
$49K Buy
+31
New +$49K ﹤0.01% 4038