Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-116
Closed -$31.6K 1846
2023
Q1
$31.6K Hold
116
﹤0.01% 551
2022
Q4
$24.3K Buy
116
+1
+0.9% +$210 ﹤0.01% 610
2022
Q3
$22K Buy
115
+1
+0.9% +$191 ﹤0.01% 623
2022
Q2
$21K Sell
114
-49
-30% -$9.03K ﹤0.01% 628
2022
Q1
$40K Buy
163
+76
+87% +$18.7K 0.01% 470
2021
Q4
$29K Buy
87
+27
+45% +$9K ﹤0.01% 552
2021
Q3
$14K Buy
60
+40
+200% +$9.33K ﹤0.01% 869
2021
Q2
$4K Sell
20
-22
-52% -$4.4K ﹤0.01% 1609
2021
Q1
$10K Buy
42
+22
+110% +$5.24K ﹤0.01% 849
2020
Q4
$4K Hold
20
﹤0.01% 985
2020
Q3
$3K Hold
20
﹤0.01% 980
2020
Q2
$2K Hold
20
﹤0.01% 1105
2020
Q1
$1K Buy
+20
New +$1K ﹤0.01% 1320