Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-164
Closed -$9K 354
2023
Q1
$9K Buy
164
+1
+0.6% +$55 ﹤0.01% 265
2022
Q4
$8.62K Hold
163
﹤0.01% 201
2022
Q3
$7K Buy
163
+1
+0.6% +$43 ﹤0.01% 196
2022
Q2
$8K Hold
162
﹤0.01% 234
2022
Q1
$9K Hold
162
0.01% 203
2021
Q4
$8K Buy
162
+1
+0.6% +$49 0.01% 213
2021
Q3
$6K Hold
161
﹤0.01% 302
2021
Q2
$6K Buy
161
+1
+0.6% +$37 0.01% 222
2021
Q1
$6K Hold
160
0.01% 215
2020
Q4
$5K Buy
+160
New +$5K ﹤0.01% 203