Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$45.8K Hold
1,182
0.1% 86
2023
Q2
$41.7K Buy
1,182
+6
+0.5% +$212 0.04% 99
2023
Q1
$44.6K Hold
1,176
0.06% 99
2022
Q4
$41K Sell
1,176
-112
-9% -$3.91K 0.15% 97
2022
Q3
$37 Buy
1,288
+5
+0.4% 0.14% 101
2022
Q2
$36K Buy
1,283
+4
+0.3% +$112 0.05% 98
2022
Q1
$38K Buy
1,279
+5
+0.4% +$149 0.05% 91
2021
Q4
$34K Buy
1,274
+4
+0.3% +$107 0.03% 104
2021
Q3
$35K Sell
1,270
-882
-41% -$24.3K 0.03% 107
2021
Q2
$57K Sell
2,152
-1,770
-45% -$46.9K 0.06% 87
2021
Q1
$96K Buy
3,922
+1
+0% +$24 0.1% 53
2020
Q4
$80K Buy
+3,921
New +$80K 0.08% 65