Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-440
Closed -$14.4K 146
2023
Q1
$14.4K Hold
440
0.01% 80
2022
Q4
$11.6K Hold
440
0.01% 94
2022
Q3
$11K Hold
440
0.01% 122
2022
Q2
$16K Hold
440
0.01% 83
2022
Q1
$23K Hold
440
0.02% 79
2021
Q4
$23K Sell
440
-70
-14% -$3.66K ﹤0.01% 80
2021
Q3
$27K Sell
510
-542
-52% -$28.7K 0.03% 76
2021
Q2
$59K Sell
1,052
-89
-8% -$4.99K 0.05% 125
2021
Q1
$73K Buy
1,141
+35
+3% +$2.24K 0.07% 104
2020
Q4
$55K Sell
1,106
-277
-20% -$13.8K 0.04% 131
2020
Q3
$72K Sell
1,383
-81
-6% -$4.22K 0.09% 97
2020
Q2
$88K Buy
1,464
+23
+2% +$1.38K 0.11% 74
2020
Q1
$78K Sell
1,441
-117
-8% -$6.33K 0.09% 74
2019
Q4
$93K Buy
+1,558
New +$93K 0.12% 94