Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11
Closed -$456 848
2022
Q4
$456 Sell
11
-7
-39% -$290 ﹤0.01% 831
2022
Q3
$0 Buy
18
+11
+157% ﹤0.01% 865
2022
Q2
$0 Hold
7
﹤0.01% 887
2022
Q1
$0 Sell
7
-26
-79% ﹤0.01% 813
2021
Q4
$2K Sell
33
-12
-27% -$727 ﹤0.01% 730
2021
Q3
$3K Hold
45
﹤0.01% 545
2021
Q2
$3K Buy
+45
New +$3K ﹤0.01% 509
2020
Q4
Sell
-78
Closed -$4K 492
2020
Q3
$4K Hold
78
﹤0.01% 473
2020
Q2
$4K Hold
78
﹤0.01% 444
2020
Q1
$2K Hold
78
﹤0.01% 433
2019
Q4
$3K Hold
78
﹤0.01% 434
2019
Q3
$3K Hold
78
﹤0.01% 448
2019
Q2
$3K Hold
78
﹤0.01% 454
2019
Q1
$3K Buy
+78
New +$3K ﹤0.01% 447
2018
Q2
Sell
-25
Closed -$1K 792
2018
Q1
$1K Buy
+25
New +$1K ﹤0.01% 722