Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$31.3K Buy
888
+3
+0.3% +$106 0.01% 253
2023
Q1
$33.6K Buy
885
+769
+663% +$29.2K 0.01% 235
2022
Q4
$3.32K Hold
116
﹤0.01% 427
2022
Q3
$3K Buy
116
+1
+0.9% +$26 ﹤0.01% 427
2022
Q2
$3K Buy
115
+2
+2% +$52 ﹤0.01% 404
2022
Q1
$3K Buy
113
+1
+0.9% +$27 ﹤0.01% 413
2021
Q4
$3K Buy
112
+2
+2% +$54 ﹤0.01% 411
2021
Q3
$3K Buy
110
+1
+0.9% +$27 ﹤0.01% 409
2021
Q2
$3K Buy
109
+1
+0.9% +$28 ﹤0.01% 415
2021
Q1
$3K Sell
108
-274
-72% -$7.61K ﹤0.01% 418
2020
Q4
$8K Buy
382
+5
+1% +$105 ﹤0.01% 301
2020
Q3
$6K Buy
377
+7
+2% +$111 ﹤0.01% 337
2020
Q2
$9K Buy
370
+7
+2% +$170 ﹤0.01% 298
2020
Q1
$8K Sell
363
-1,058
-74% -$23.3K ﹤0.01% 289
2019
Q4
$53K Sell
1,421
-674
-32% -$25.1K 0.02% 167
2019
Q3
$80K Buy
2,095
+702
+50% +$26.8K 0.03% 131
2019
Q2
$57K Buy
+1,393
New +$57K 0.02% 170