Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-100
Closed -$6.86K 96
2022
Q4
$6.86K Buy
+100
New +$6.86K ﹤0.01% 337
2022
Q2
Sell
-2,950
Closed -$234K 103
2022
Q1
$234K Buy
+2,950
New +$234K 0.11% 103
2021
Q3
Sell
-3,950
Closed -$278K 112
2021
Q2
$278K Sell
3,950
-25
-0.6% -$1.76K 0.15% 118
2021
Q1
$279K Hold
3,975
0.16% 112
2020
Q4
$262K Sell
3,975
-150
-4% -$9.89K 0.17% 108
2020
Q3
$235K Sell
4,125
-200
-5% -$11.4K 0.17% 105
2020
Q2
$248K Buy
+4,325
New +$248K 0.22% 89