Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-200
Closed -$31.9K 126
2023
Q1
$31.9K Hold
200
0.03% 62
2022
Q4
$32.3K Hold
200
0.03% 62
2022
Q3
$27K Hold
200
0.03% 78
2022
Q2
$31K Hold
200
0.03% 60
2022
Q1
$33K Sell
200
-74
-27% -$12.2K 0.02% 69
2021
Q4
$37K Buy
274
+41
+18% +$5.54K ﹤0.01% 69
2021
Q3
$25K Sell
233
-270
-54% -$29K 0.03% 78
2021
Q2
$57K Hold
503
0.05% 129
2021
Q1
$54K Hold
503
0.05% 136
2020
Q4
$54K Buy
503
+1
+0.2% +$107 0.04% 134
2020
Q3
$44K Hold
502
0.05% 143
2020
Q2
$49K Sell
502
-100
-17% -$9.76K 0.06% 122
2020
Q1
$46K Buy
602
+4
+0.7% +$306 0.05% 121
2019
Q4
$53K Buy
+598
New +$53K 0.07% 142