Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$10.4K Hold
1,070
﹤0.01% 702
2023
Q1
$11.2K Sell
1,070
-20
-2% -$210 ﹤0.01% 623
2022
Q4
$10.6K Sell
1,090
-150
-12% -$1.46K ﹤0.01% 618
2022
Q3
$20K Hold
1,240
﹤0.01% 505
2022
Q2
$27K Hold
1,240
0.01% 458
2022
Q1
$26K Buy
1,240
+60
+5% +$1.26K ﹤0.01% 477
2021
Q4
$37K Buy
1,180
+80
+7% +$2.51K 0.01% 410
2021
Q3
$39K Buy
1,100
+180
+20% +$6.38K 0.01% 398
2021
Q2
$49K Buy
920
+606
+193% +$32.3K 0.01% 368
2021
Q1
$12K Buy
314
+14
+5% +$535 ﹤0.01% 507
2020
Q4
$15K Hold
300
﹤0.01% 461
2020
Q3
$6K Hold
300
﹤0.01% 525
2020
Q2
$2K Hold
300
﹤0.01% 554
2020
Q1
$1K Hold
300
﹤0.01% 555
2019
Q4
$1K Sell
300
-13
-4% -$43 ﹤0.01% 561
2019
Q3
$0 Hold
313
﹤0.01% 594
2019
Q2
$1K Hold
313
﹤0.01% 561
2019
Q1
$2K Buy
+313
New +$2K ﹤0.01% 542