Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-150
Closed -$53K 298
2023
Q1
$53K Hold
150
0.04% 247
2022
Q4
$49K Buy
150
+100
+200% +$32.7K 0.03% 247
2022
Q3
$13K Buy
+50
New +$13K 0.01% 282
2022
Q1
Sell
-61
Closed -$21K 249
2021
Q4
$21K Sell
61
-105
-63% -$36.1K 0.02% 271
2021
Q3
$49K Hold
166
0.04% 193
2021
Q2
$48K Hold
166
0.04% 207
2021
Q1
$47K Sell
166
-12
-7% -$3.4K 0.04% 205
2020
Q4
$47K Sell
178
-44
-20% -$11.6K 0.04% 207
2020
Q3
$53K Buy
+222
New +$53K 0.04% 191
2020
Q1
Sell
-166
Closed -$35K 232
2019
Q4
$35K Hold
166
0.02% 230
2019
Q3
$32K Hold
166
0.02% 241
2019
Q2
$33K Sell
166
-376
-69% -$74.7K 0.02% 239
2019
Q1
$95K Buy
+542
New +$95K 0.07% 161