Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-680
Closed -$23.8K 147
2022
Q4
$23.8K Hold
680
0.01% 237
2022
Q3
$19K Sell
680
-10
-1% -$279 0.01% 236
2022
Q2
$20K Hold
690
0.01% 248
2022
Q1
$20K Hold
690
0.01% 240
2021
Q4
$18K Hold
690
﹤0.01% 251
2021
Q3
$19K Buy
690
+10
+1% +$275 0.01% 236
2021
Q2
$18K Sell
680
-52
-7% -$1.38K 0.01% 239
2021
Q1
$18K Buy
732
+52
+8% +$1.28K 0.01% 251
2020
Q4
$14K Sell
680
-50
-7% -$1.03K ﹤0.01% 253
2020
Q3
$21K Hold
730
0.01% 221
2020
Q2
$17K Buy
730
+680
+1,360% +$15.8K 0.01% 278
2020
Q1
$1K Hold
50
﹤0.01% 316
2019
Q4
$2 Buy
+50
New +$2 ﹤0.01% 298