Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5
Closed -$608 538
2023
Q2
$608 Buy
+5
New +$608 ﹤0.01% 539
2022
Q1
Sell
-77
Closed -$20K 674
2021
Q4
$20K Buy
77
+37
+93% +$9.61K ﹤0.01% 361
2021
Q3
$15K Hold
40
﹤0.01% 382
2021
Q2
$9K Hold
40
﹤0.01% 414
2021
Q1
$5K Hold
40
﹤0.01% 490
2020
Q4
$4K Hold
40
﹤0.01% 441
2020
Q3
$3K Sell
40
-171
-81% -$12.8K ﹤0.01% 461
2020
Q2
$13K Buy
+211
New +$13K ﹤0.01% 336