Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
283
2022
Q4
Sell
-451
Closed -$39K 304
2022
Q3
$39K Hold
451
0.03% 167
2022
Q2
$45K Hold
451
0.03% 182
2022
Q1
$49K Hold
451
0.03% 194
2021
Q4
$40K Hold
451
0.02% 230
2021
Q3
$43K Hold
451
0.02% 240
2021
Q2
$46K Hold
451
0.06% 223
2021
Q1
$43K Buy
+451
New +$43K 0.06% 207
2020
Q4
Sell
-451
Closed -$40K 149
2020
Q3
$40K Hold
451
0.09% 142
2020
Q2
$42K Sell
451
-41
-8% -$3.82K 0.1% 122
2020
Q1
$45K Buy
492
+41
+9% +$3.75K 0.17% 86
2019
Q4
$44K Buy
+451
New +$44K 0.09% 119