Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-71
Closed -$820 3241
2023
Q2
$820 Sell
71
-3
-4% -$35 ﹤0.01% 3001
2023
Q1
$924 Buy
+74
New +$924 ﹤0.01% 3011
2022
Q3
Sell
-73
Closed -$2K 3202
2022
Q2
$2K Buy
+73
New +$2K ﹤0.01% 2750
2022
Q1
Sell
-64
Closed -$2K 3218
2021
Q4
$2K Buy
+64
New +$2K ﹤0.01% 2730
2020
Q4
Sell
-36
Closed -$1K 2605
2020
Q3
$1K Buy
36
+1
+3% +$28 ﹤0.01% 2421
2020
Q2
$1K Hold
35
﹤0.01% 2304
2020
Q1
$2K Buy
+35
New +$2K ﹤0.01% 1941
2019
Q3
Sell
-13
Closed -$1K 2145
2019
Q2
$1K Buy
+13
New +$1K ﹤0.01% 1891