Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-44
Closed -$3K 158
2023
Q1
$3K Buy
+44
New +$3K ﹤0.01% 410
2022
Q1
Sell
-12
Closed -$1K 139
2021
Q4
$1K Hold
12
﹤0.01% 341
2021
Q3
$1K Hold
12
﹤0.01% 331
2021
Q2
$1K Hold
12
﹤0.01% 348
2021
Q1
$1K Sell
12
-45
-79% -$3.75K ﹤0.01% 336
2020
Q4
$4K Sell
57
-44
-44% -$3.09K ﹤0.01% 349
2020
Q3
$6K Buy
+101
New +$6K ﹤0.01% 310
2020
Q1
Sell
-49
Closed -$3K 132
2019
Q4
$3K Hold
49
﹤0.01% 327
2019
Q3
$3K Buy
+49
New +$3K ﹤0.01% 355