Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-225
Closed -$13K 1014
2023
Q1
$13K Hold
225
﹤0.01% 924
2022
Q4
$11.2K Buy
225
+32
+17% +$1.59K ﹤0.01% 996
2022
Q3
$8K Buy
193
+2
+1% +$83 ﹤0.01% 1156
2022
Q2
$8K Sell
191
-82
-30% -$3.44K ﹤0.01% 1145
2022
Q1
$13K Sell
273
-61
-18% -$2.91K ﹤0.01% 927
2021
Q4
$20K Buy
334
+61
+22% +$3.65K ﹤0.01% 710
2021
Q3
$12K Buy
273
+82
+43% +$3.6K ﹤0.01% 960
2021
Q2
$9K Hold
191
﹤0.01% 1011
2021
Q1
$8K Buy
191
+88
+85% +$3.69K ﹤0.01% 958
2020
Q4
$3K Hold
103
﹤0.01% 1065
2020
Q3
$2K Hold
103
﹤0.01% 1093
2020
Q2
$3K Hold
103
﹤0.01% 886
2020
Q1
$2K Buy
103
+44
+75% +$854 ﹤0.01% 1006
2019
Q4
$2K Hold
59
﹤0.01% 1142
2019
Q3
$2K Buy
+59
New +$2K ﹤0.01% 1077