Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,603
Closed -$7.37K 3825
2023
Q2
$7.37K Hold
3,603
﹤0.01% 3757
2023
Q1
$7.1K Sell
3,603
-747
-17% -$1.47K ﹤0.01% 3795
2022
Q4
$6.91K Hold
4,350
﹤0.01% 3765
2022
Q3
$12K Sell
4,350
-267
-6% -$737 ﹤0.01% 3762
2022
Q2
$12K Hold
4,617
﹤0.01% 3819
2022
Q1
$40K Buy
4,617
+714
+18% +$6.19K ﹤0.01% 3850
2021
Q4
$40K Sell
3,903
-4,372
-53% -$44.8K ﹤0.01% 3893
2021
Q3
$107K Buy
8,275
+439
+6% +$5.68K ﹤0.01% 3784
2021
Q2
$184K Buy
7,836
+3,571
+84% +$83.9K ﹤0.01% 3671
2021
Q1
$109K Buy
+4,265
New +$109K ﹤0.01% 3702