Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$24K Hold
47
0.01% 334
2023
Q2
$23K Hold
47
0.01% 344
2023
Q1
$18K Sell
47
-114
-71% -$43.7K 0.01% 354
2022
Q4
$54K Hold
161
0.02% 249
2022
Q3
$44K Sell
161
-32
-17% -$8.75K 0.02% 258
2022
Q2
$71K Sell
193
-2
-1% -$736 0.02% 229
2022
Q1
$89K Sell
195
-232
-54% -$106K 0.02% 229
2021
Q4
$242K Sell
427
-98
-19% -$55.5K 0.07% 161
2021
Q3
$302K Sell
525
-16
-3% -$9.2K 0.11% 116
2021
Q2
$317K Sell
541
-252
-32% -$148K 0.12% 105
2021
Q1
$377K Buy
+793
New +$377K 0.16% 60