Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-500
Closed -$19K 511
2023
Q3
$19K Hold
500
﹤0.01% 328
2023
Q2
$21.5K Hold
500
﹤0.01% 317
2023
Q1
$21.3K Hold
500
﹤0.01% 340
2022
Q4
$20K Hold
500
﹤0.01% 332
2022
Q3
$19K Hold
500
﹤0.01% 318
2022
Q2
$24K Hold
500
﹤0.01% 309
2022
Q1
$25K Hold
500
﹤0.01% 314
2021
Q4
$24K Hold
500
﹤0.01% 347
2021
Q3
$22K Hold
500
﹤0.01% 363
2021
Q2
$22K Hold
500
﹤0.01% 327
2021
Q1
$22K Hold
500
﹤0.01% 317
2020
Q4
$20K Hold
500
﹤0.01% 308
2020
Q3
$20K Hold
500
﹤0.01% 296
2020
Q2
$19K Buy
+500
New +$19K ﹤0.01% 299