Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-300
Closed -$31.4K 642
2023
Q1
$31.4K Buy
300
+1
+0.3% +$105 0.01% 157
2022
Q4
$33.1K Buy
299
+1
+0.3% +$111 0.02% 146
2022
Q3
$26K Buy
298
+1
+0.3% +$87 0.01% 153
2022
Q2
$23K Buy
297
+1
+0.3% +$77 0.01% 178
2022
Q1
$25K Buy
296
+1
+0.3% +$84 0.03% 160
2021
Q4
$35K Buy
295
+1
+0.3% +$119 0.03% 156
2021
Q3
$36K Hold
294
0.03% 158
2021
Q2
$35K Buy
294
+1
+0.3% +$119 0.03% 154
2021
Q1
$31K Buy
293
+1
+0.3% +$106 0.03% 148
2020
Q4
$30K Buy
+292
New +$30K 0.03% 141