Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,321
Closed -$12.4K 825
2023
Q3
$12.4K Hold
3,321
﹤0.01% 577
2023
Q2
$13.8K Hold
3,321
﹤0.01% 552
2023
Q1
$16.3K Hold
3,321
0.01% 528
2022
Q4
$15K Hold
3,321
0.01% 514
2022
Q3
$14K Hold
3,321
0.01% 503
2022
Q2
$15K Hold
3,321
0.01% 496
2022
Q1
$18K Hold
3,321
0.01% 490
2021
Q4
$21K Hold
3,321
0.01% 481
2021
Q3
$18K Sell
3,321
-2,352
-41% -$12.7K 0.01% 504
2021
Q2
$30K Sell
5,673
-736
-11% -$3.89K 0.01% 426
2021
Q1
$25K Sell
6,409
-5,125
-44% -$20K 0.01% 452
2020
Q4
$45K Hold
11,534
0.03% 338
2020
Q3
$45K Buy
+11,534
New +$45K 0.03% 323