Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-403
Closed -$35.4K 404
2023
Q1
$35.4K Hold
403
0.02% 149
2022
Q4
$40.4K Buy
403
+2
+0.5% +$201 0.02% 138
2022
Q3
$37K Hold
401
0.02% 132
2022
Q2
$43K Hold
401
0.02% 140
2022
Q1
$50K Hold
401
0.05% 125
2021
Q4
$60K Sell
401
-12
-3% -$1.8K 0.04% 126
2021
Q3
$61K Buy
413
+12
+3% +$1.77K 0.05% 126
2021
Q2
$67K Sell
401
-358
-47% -$59.8K 0.06% 113
2021
Q1
$122K Hold
759
0.13% 81
2020
Q4
$111K Buy
+759
New +$111K 0.11% 83