Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-200
Closed -$20.3K 127
2023
Q1
$20.3K Hold
200
0.02% 72
2022
Q4
$22K Hold
200
0.02% 75
2022
Q3
$19K Hold
200
0.02% 89
2022
Q2
$22K Hold
200
0.02% 73
2022
Q1
$24K Hold
200
0.02% 76
2021
Q4
$28K Hold
200
﹤0.01% 77
2021
Q3
$24K Sell
200
-387
-66% -$46.4K 0.02% 79
2021
Q2
$68K Sell
587
-106
-15% -$12.3K 0.06% 114
2021
Q1
$83K Hold
693
0.08% 91
2020
Q4
$76K Sell
693
-84
-11% -$9.21K 0.06% 95
2020
Q3
$85K Hold
777
0.1% 83
2020
Q2
$71K Sell
777
-139
-15% -$12.7K 0.09% 84
2020
Q1
$72K Buy
916
+1
+0.1% +$79 0.08% 78
2019
Q4
$79K Buy
+915
New +$79K 0.11% 102