Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-700
Closed -$31.9K 672
2023
Q2
$31.9K Hold
700
﹤0.01% 345
2023
Q1
$31.4K Hold
700
﹤0.01% 332
2022
Q4
$30.8K Hold
700
﹤0.01% 285
2022
Q3
$29K Hold
700
0.01% 278
2022
Q2
$34K Hold
700
0.01% 251
2022
Q1
$39K Hold
700
0.01% 246
2021
Q4
$36K Hold
700
0.01% 248
2021
Q3
$35K Hold
700
0.01% 232
2021
Q2
$35K Buy
+700
New +$35K 0.01% 222
2020
Q3
Sell
-907
Closed -$38K 269
2020
Q2
$38K Buy
+907
New +$38K 0.01% 159