Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4
Closed -$404 658
2023
Q1
$404 Buy
+4
New +$404 ﹤0.01% 584
2021
Q3
Sell
-3
Closed 635
2021
Q2
$0 Sell
3
-8
-73% ﹤0.01% 607
2021
Q1
$1K Buy
11
+5
+83% +$455 ﹤0.01% 570
2020
Q4
$0 Buy
6
+2
+50% ﹤0.01% 538
2020
Q3
$0 Sell
4
-2
-33% ﹤0.01% 545
2020
Q2
$0 Sell
6
-14
-70% ﹤0.01% 578
2020
Q1
$0 Buy
20
+9
+82% ﹤0.01% 604
2019
Q4
$1K Sell
11
-52
-83% -$4.73K ﹤0.01% 475
2019
Q3
$5K Sell
63
-11
-15% -$873 ﹤0.01% 484
2019
Q2
$5K Buy
74
+48
+185% +$3.24K ﹤0.01% 386
2019
Q1
$2K Buy
+26
New +$2K ﹤0.01% 387