Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,142
Closed -$24.1K 808
2022
Q4
$24.1K Hold
1,142
﹤0.01% 317
2022
Q3
$22K Sell
1,142
-5
-0.4% -$96 ﹤0.01% 318
2022
Q2
$36K Buy
1,147
+5
+0.4% +$157 0.01% 269
2022
Q1
$39K Hold
1,142
0.01% 265
2021
Q4
$48K Hold
1,142
0.01% 261
2021
Q3
$47K Hold
1,142
0.01% 230
2021
Q2
$41K Hold
1,142
0.01% 248
2021
Q1
$33K Hold
1,142
0.01% 258
2020
Q4
$32K Hold
1,142
0.01% 241
2020
Q3
$26K Hold
1,142
0.01% 284
2020
Q2
$19K Buy
+1,142
New +$19K 0.01% 279