Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-100
Closed -$11.1K 110
2023
Q3
$11.1K Hold
100
0.08% 58
2023
Q2
$13.2K Hold
100
0.05% 59
2023
Q1
$16.6K Hold
100
0.01% 78
2022
Q4
$14.9K Hold
100
0.01% 86
2022
Q3
$15K Hold
100
0.01% 106
2022
Q2
$14K Buy
+100
New +$14K 0.01% 90
2021
Q3
Sell
-328
Closed -$79K 713
2021
Q2
$79K Sell
328
-5
-2% -$1.2K 0.07% 107
2021
Q1
$66K Buy
333
+15
+5% +$2.97K 0.07% 112
2020
Q4
$56K Hold
318
0.04% 128
2020
Q3
$50K Hold
318
0.06% 132
2020
Q2
$38K Sell
318
-121
-28% -$14.5K 0.05% 148
2020
Q1
$41K Sell
439
-79
-15% -$7.38K 0.05% 132
2019
Q4
$66K Buy
+518
New +$66K 0.09% 122