Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-50
Closed -$3.47K 454
2023
Q2
$3.47K Buy
+50
New +$3.47K ﹤0.01% 412
2022
Q1
Sell
-89
Closed -$20K 475
2021
Q4
$20K Sell
89
-1
-1% -$225 ﹤0.01% 311
2021
Q3
$21K Buy
90
+3
+3% +$700 ﹤0.01% 321
2021
Q2
$21K Buy
87
+29
+50% +$7K ﹤0.01% 295
2021
Q1
$13K Buy
58
+2
+4% +$448 ﹤0.01% 314
2020
Q4
$14K Buy
56
+40
+250% +$10K ﹤0.01% 304
2020
Q3
$3K Buy
16
+3
+23% +$563 ﹤0.01% 336
2020
Q2
$3K Buy
13
+1
+8% +$231 ﹤0.01% 333
2020
Q1
$1K Buy
+12
New +$1K ﹤0.01% 348