Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-840
Closed -$15.6K 877
2023
Q2
$15.6K Hold
840
0.01% 425
2023
Q1
$13.4K Hold
840
0.01% 392
2022
Q4
$13.8K Sell
840
-331
-28% -$5.45K 0.01% 378
2022
Q3
$17K Hold
1,171
0.01% 349
2022
Q2
$16K Hold
1,171
0.01% 386
2022
Q1
$20K Hold
1,171
0.01% 372
2021
Q4
$25K Hold
1,171
0.01% 363
2021
Q3
$23K Buy
+1,171
New +$23K 0.01% 363
2020
Q1
Sell
-1,556
Closed -$21K 408
2019
Q4
$21K Buy
+1,556
New +$21K 0.01% 373