Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,000
Closed -$11.2K 162
2023
Q1
$11.2K Hold
1,000
0.01% 87
2022
Q4
$8.95K Hold
1,000
0.01% 101
2022
Q3
$10K Hold
1,000
0.01% 128
2022
Q2
$13K Hold
1,000
0.01% 97
2022
Q1
$37K Hold
1,000
0.03% 67
2021
Q4
$48K Sell
1,000
-220
-18% -$10.6K ﹤0.01% 62
2021
Q3
$90K Sell
1,220
-200
-14% -$14.8K 0.09% 46
2021
Q2
$97K Hold
1,420
0.08% 91
2021
Q1
$74K Hold
1,420
0.07% 102
2020
Q4
$71K Hold
1,420
0.06% 105
2020
Q3
$37K Hold
1,420
0.04% 161
2020
Q2
$33K Buy
1,420
+220
+18% +$5.11K 0.04% 163
2020
Q1
$14K Hold
1,200
0.02% 261
2019
Q4
$20K Buy
+1,200
New +$20K 0.03% 299