Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-500
Closed -$65.5K 145
2023
Q1
$65.5K Hold
500
0.05% 44
2022
Q4
$70.4K Hold
500
0.06% 44
2022
Q3
$59K Hold
500
0.05% 55
2022
Q2
$71K Hold
500
0.07% 43
2022
Q1
$66K Hold
500
0.05% 53
2021
Q4
$67K Sell
500
-23
-4% -$3.08K ﹤0.01% 54
2021
Q3
$69K Sell
523
-41
-7% -$5.41K 0.07% 51
2021
Q2
$79K Hold
564
0.07% 106
2021
Q1
$72K Hold
564
0.07% 106
2020
Q4
$68K Sell
564
-596
-51% -$71.9K 0.05% 108
2020
Q3
$135K Buy
1,160
+8
+0.7% +$931 0.16% 59
2020
Q2
$133K Buy
1,152
+8
+0.7% +$924 0.17% 59
2020
Q1
$121K Sell
1,144
-40
-3% -$4.23K 0.14% 64
2019
Q4
$152K Buy
+1,184
New +$152K 0.2% 73