Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-688
Closed -$31K 151
2023
Q1
$31K Hold
688
0.01% 173
2022
Q4
$29K Hold
688
0.01% 184
2022
Q3
$26K Hold
688
0.01% 180
2022
Q2
$29K Hold
688
0.01% 179
2022
Q1
$39K Hold
688
0.02% 195
2021
Q4
$46K Hold
688
0.02% 171
2021
Q3
$48K Hold
688
0.02% 149
2021
Q2
$48K Hold
688
0.02% 143
2021
Q1
$43K Hold
688
0.02% 143
2020
Q4
$35K Hold
688
0.02% 150
2020
Q3
$36K Hold
688
0.02% 139
2020
Q2
$36K Hold
688
0.03% 138
2020
Q1
$21K Hold
688
0.02% 137
2019
Q4
$25K Hold
688
0.02% 146
2019
Q3
$27K Hold
688
0.02% 137
2019
Q2
$27K Hold
688
0.02% 136
2019
Q1
$26K Hold
688
0.02% 141
2018
Q4
$19K Buy
+688
New +$19K 0.02% 157