Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-321
Closed -$22.1K 466
2023
Q3
$22.1K Hold
321
0.01% 268
2023
Q2
$17.4K Hold
321
0.01% 296
2023
Q1
$12.9K Hold
321
0.01% 342
2022
Q4
$12.9K Hold
321
0.01% 317
2022
Q3
$11K Hold
321
0.01% 320
2022
Q2
$15K Hold
321
0.01% 318
2022
Q1
$16K Hold
321
0.01% 292
2021
Q4
$18K Sell
321
-312
-49% -$17.5K 0.01% 277
2021
Q3
$33K Hold
633
0.02% 220
2021
Q2
$32K Hold
633
0.02% 206
2021
Q1
$28K Hold
633
0.02% 211
2020
Q4
$24K Buy
+633
New +$24K 0.02% 212