Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-57
Closed -$3.33K 304
2022
Q4
$3.33K Buy
+57
New +$3.33K ﹤0.01% 293
2021
Q4
Sell
-525
Closed -$28K 310
2021
Q3
$28K Hold
525
0.02% 223
2021
Q2
$29K Hold
525
0.02% 223
2021
Q1
$27K Hold
525
0.02% 222
2020
Q4
$24K Hold
525
0.02% 219
2020
Q3
$18K Hold
525
0.02% 218
2020
Q2
$18K Hold
525
0.02% 222
2020
Q1
$18K Hold
525
0.02% 207
2019
Q4
$28K Hold
525
0.02% 214
2019
Q3
$27K Hold
525
0.03% 206
2019
Q2
$29K Hold
525
0.03% 202
2019
Q1
$25K Buy
+525
New +$25K 0.03% 209