Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-715
Closed -$78.5K 113
2022
Q4
$78.5K Hold
715
0.02% 146
2022
Q3
$69K Hold
715
0.02% 131
2022
Q2
$78K Hold
715
0.02% 172
2022
Q1
$85K Hold
715
0.02% 171
2021
Q4
$101K Hold
715
0.03% 164
2021
Q3
$84K Hold
715
0.02% 173
2021
Q2
$83K Sell
715
-91
-11% -$10.6K 0.02% 175
2021
Q1
$97K Hold
806
0.03% 165
2020
Q4
$88K Buy
806
+91
+13% +$9.94K 0.03% 171
2020
Q3
$78K Sell
715
-91
-11% -$9.93K 0.03% 174
2020
Q2
$74K Buy
806
+91
+13% +$8.36K 0.03% 178
2020
Q1
$56K Sell
715
-14
-2% -$1.1K 0.03% 161
2019
Q4
$63 Buy
+729
New +$63 0.03% 179