Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,242
Closed -$55.6K 446
2023
Q1
$55.6K Buy
1,242
+310
+33% +$13.9K ﹤0.01% 283
2022
Q4
$41K Hold
932
﹤0.01% 291
2022
Q3
$39K Hold
932
﹤0.01% 275
2022
Q2
$46K Hold
932
﹤0.01% 273
2022
Q1
$52K Hold
932
﹤0.01% 271
2021
Q4
$49K Hold
932
﹤0.01% 306
2021
Q3
$47K Hold
932
﹤0.01% 310
2021
Q2
$46K Hold
932
﹤0.01% 278
2021
Q1
$42K Hold
932
﹤0.01% 280
2020
Q4
$40K Hold
932
﹤0.01% 267
2020
Q3
$39K Sell
932
-300
-24% -$12.6K ﹤0.01% 259
2020
Q2
$52K Buy
+1,232
New +$52K ﹤0.01% 234