Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-160
Closed -$17.7K 1040
2023
Q3
$17.7K Hold
160
﹤0.01% 150
2023
Q2
$17.7K Buy
+160
New +$17.7K ﹤0.01% 141
2022
Q3
Sell
-81
Closed -$8K 371
2022
Q2
$8K Buy
+81
New +$8K ﹤0.01% 156
2021
Q3
Sell
-25
Closed -$4K 169
2021
Q2
$4K Buy
+25
New +$4K ﹤0.01% 94
2020
Q4
Sell
-2,004
Closed -$252K 139
2020
Q3
$252K Hold
2,004
0.1% 27
2020
Q2
$196K Hold
2,004
0.08% 32
2020
Q1
$165K Hold
2,004
0.07% 35
2019
Q4
$203K Buy
+2,004
New +$203K 0.19% 28