Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,851
Closed -$55.3K 868
2022
Q4
$55.3K Buy
1,851
+139
+8% +$4.15K 0.02% 362
2022
Q3
$45.6K Hold
1,712
0.02% 397
2022
Q2
$38.9K Hold
1,712
0.02% 449
2022
Q1
$46K Hold
1,712
0.02% 428
2021
Q4
$27.3K Buy
1,712
+34
+2% +$542 0.01% 618
2021
Q3
$27.9K Hold
1,678
0.01% 592
2021
Q2
$35K Hold
1,678
0.01% 517
2021
Q1
$35.3K Hold
1,678
0.01% 492
2020
Q4
$28.1K Buy
1,678
+71
+4% +$1.19K 0.01% 516
2020
Q3
$14K Buy
+1,607
New +$14K 0.01% 647