Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4
Closed -$256 551
2023
Q2
$256 Hold
4
﹤0.01% 554
2023
Q1
$263 Buy
+4
New +$263 ﹤0.01% 589
2022
Q1
Sell
-100
Closed -$23K 694
2021
Q4
$23K Hold
100
﹤0.01% 350
2021
Q3
$31K Hold
100
﹤0.01% 317
2021
Q2
$46K Hold
100
0.01% 256
2021
Q1
$33K Hold
100
0.01% 314
2020
Q4
$33K Hold
100
0.01% 281
2020
Q3
$19K Hold
100
﹤0.01% 316
2020
Q2
$11K Sell
100
-150
-60% -$16.5K ﹤0.01% 349
2020
Q1
$21K Buy
+250
New +$21K 0.01% 318
2019
Q4
Sell
-150
Closed -$16K 600
2019
Q3
$16K Buy
+150
New +$16K ﹤0.01% 354