Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,151
Closed -$34.7K 1995
2023
Q1
$34.7K Buy
+1,151
New +$34.7K ﹤0.01% 926
2022
Q4
Hold
0
2128
2021
Q3
Sell
-22,724
Closed -$722K 2587
2021
Q2
$722K Buy
22,724
+6,938
+44% +$220K ﹤0.01% 765
2021
Q1
$486K Buy
+15,786
New +$486K ﹤0.01% 879
2020
Q3
Hold
0
1898
2020
Q2
Hold
0
1840
2020
Q1
Hold
0
1769
2019
Q4
Hold
0
1689
2019
Q3
Hold
0
1769