Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-215
Closed -$70.1K 219
2022
Q4
$70.1K Sell
215
-28
-12% -$9.13K 0.04% 174
2022
Q3
$66K Hold
243
0.04% 178
2022
Q2
$70K Hold
243
0.04% 181
2022
Q1
$78K Sell
243
-8
-3% -$2.57K 0.04% 183
2021
Q4
$87K Hold
251
0.04% 177
2021
Q3
$74K Buy
251
+8
+3% +$2.36K 0.03% 185
2021
Q2
$70K Sell
243
-10
-4% -$2.88K 0.03% 192
2021
Q1
$71K Hold
253
0.04% 184
2020
Q4
$67K Hold
253
0.04% 178
2020
Q3
$60K Sell
253
-25
-9% -$5.93K 0.04% 163
2020
Q2
$59K Hold
278
0.04% 157
2020
Q1
$48K Hold
278
0.04% 156
2019
Q4
$59K Sell
278
-13
-4% -$2.76K 0.04% 160
2019
Q3
$56K Hold
291
0.05% 157
2019
Q2
$58K Sell
291
-75
-20% -$14.9K 0.05% 154
2019
Q1
$64K Sell
366
-15
-4% -$2.62K 0.06% 150
2018
Q4
$59K Buy
+381
New +$59K 0.06% 152