Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5
Closed -$952 173
2022
Q4
$952 Buy
+5
New +$952 ﹤0.01% 148
2021
Q3
Sell
-47
Closed -$11K 237
2021
Q2
$11K Hold
47
0.01% 377
2021
Q1
$12K Hold
47
0.01% 365
2020
Q4
$10K Hold
47
0.01% 394
2020
Q3
$8K Sell
47
-5
-10% -$851 0.01% 405
2020
Q2
$10K Buy
52
+5
+11% +$962 0.01% 333
2020
Q1
$7K Sell
47
-62
-57% -$9.23K 0.01% 372
2019
Q4
$36K Buy
+109
New +$36K 0.05% 188