Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-89
Closed -$4.4K 1420
2023
Q1
$4.4K Hold
89
﹤0.01% 1614
2022
Q4
$4.02K Hold
89
﹤0.01% 1671
2022
Q3
$4K Buy
89
+2
+2% +$90 ﹤0.01% 1637
2022
Q2
$4K Sell
87
-22
-20% -$1.01K ﹤0.01% 1655
2022
Q1
$5K Buy
+109
New +$5K ﹤0.01% 1571
2021
Q3
Sell
-40
Closed -$3K 2481
2021
Q2
$3K Buy
40
+12
+43% +$900 ﹤0.01% 1782
2021
Q1
$2K Buy
+28
New +$2K ﹤0.01% 1791
2020
Q2
Sell
-46
Closed -$2K 1576
2020
Q1
$2K Buy
+46
New +$2K ﹤0.01% 1030