Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-70
Closed -$24.2K 156
2023
Q1
$24.2K Hold
70
0.02% 67
2022
Q4
$20.6K Hold
70
0.02% 79
2022
Q3
$16K Hold
70
0.01% 102
2022
Q2
$12K Hold
70
0.01% 100
2022
Q1
$27K Sell
70
-110
-61% -$42.4K 0.02% 75
2021
Q4
$110K Sell
180
-70
-28% -$42.8K ﹤0.01% 42
2021
Q3
$153K Sell
250
-179
-42% -$110K 0.16% 34
2021
Q2
$227K Sell
429
-118
-22% -$62.4K 0.19% 45
2021
Q1
$285K Buy
547
+8
+1% +$4.17K 0.29% 38
2020
Q4
$291K Sell
539
-5
-0.9% -$2.7K 0.23% 35
2020
Q3
$272K Hold
544
0.32% 34
2020
Q2
$248K Buy
544
+13
+2% +$5.93K 0.31% 35
2020
Q1
$199K Hold
531
0.23% 44
2019
Q4
$172K Buy
+531
New +$172K 0.23% 66