Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-773
Closed -$50.3K 1266
2023
Q2
$50.3K Hold
773
0.01% 712
2023
Q1
$42.6K Hold
773
0.01% 750
2022
Q4
$40.8K Sell
773
-138
-15% -$7.29K 0.01% 741
2022
Q3
$39K Sell
911
-517
-36% -$22.1K 0.01% 754
2022
Q2
$69K Hold
1,428
0.01% 597
2022
Q1
$78K Hold
1,428
0.01% 608
2021
Q4
$68K Hold
1,428
0.01% 653
2021
Q3
$56K Hold
1,428
0.01% 709
2021
Q2
$54K Hold
1,428
0.01% 684
2021
Q1
$55K Hold
1,428
0.01% 650
2020
Q4
$44K Buy
1,428
+405
+40% +$12.5K 0.01% 654
2020
Q3
$23K Buy
1,023
+532
+108% +$12K ﹤0.01% 697
2020
Q2
$11K Buy
491
+367
+296% +$8.22K ﹤0.01% 756
2020
Q1
$3K Buy
+124
New +$3K ﹤0.01% 899