Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$62K Sell
232
-1
-0.4% -$267 0.02% 234
2023
Q2
$52K Buy
233
+46
+25% +$10.3K 0.01% 260
2023
Q1
$45K Buy
187
+107
+134% +$25.7K 0.01% 272
2022
Q4
$21K Hold
80
0.01% 344
2022
Q3
$18K Hold
80
0.01% 341
2022
Q2
$19K Hold
80
0.01% 336
2022
Q1
$19K Sell
80
-2
-2% -$475 0.01% 358
2021
Q4
$18K Buy
+82
New +$18K 0.01% 376
2021
Q3
Sell
-80
Closed -$20K 187
2021
Q2
$20K Sell
80
-61
-43% -$15.3K 0.01% 347
2021
Q1
$35K Buy
+141
New +$35K 0.01% 301