Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-131
Closed -$39K 125
2023
Q1
$39K Hold
131
0.02% 165
2022
Q4
$40K Hold
131
0.02% 172
2022
Q3
$35K Hold
131
0.02% 166
2022
Q2
$37K Hold
131
0.02% 170
2022
Q1
$39K Sell
131
-10
-7% -$2.98K 0.02% 194
2021
Q4
$38K Hold
141
0.02% 181
2021
Q3
$37K Hold
141
0.02% 162
2021
Q2
$36K Hold
141
0.02% 153
2021
Q1
$35K Hold
141
0.02% 155
2020
Q4
$35K Hold
141
0.02% 148
2020
Q3
$30K Hold
141
0.02% 151
2020
Q2
$31K Hold
141
0.02% 142
2020
Q1
$30K Sell
141
-24
-15% -$5.11K 0.02% 126
2019
Q4
$41K Hold
165
0.03% 128
2019
Q3
$38K Hold
165
0.03% 130
2019
Q2
$34K Sell
165
-35
-18% -$7.21K 0.03% 131
2019
Q1
$36K Buy
+200
New +$36K 0.03% 132