Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$18.8K Buy
347
+3
+0.9% +$162 ﹤0.01% 308
2023
Q1
$13.9K Buy
344
+5
+1% +$201 ﹤0.01% 317
2022
Q4
$11.6K Buy
339
+1
+0.3% +$34 ﹤0.01% 281
2022
Q3
$12K Buy
338
+2
+0.6% +$71 ﹤0.01% 270
2022
Q2
$16K Sell
336
-8
-2% -$381 ﹤0.01% 240
2022
Q1
$17K Hold
344
﹤0.01% 248
2021
Q4
$19K Sell
344
-335
-49% -$18.5K ﹤0.01% 239
2021
Q3
$36K Hold
679
0.01% 194
2021
Q2
$34K Hold
679
0.01% 203
2021
Q1
$30K Hold
679
0.01% 223
2020
Q4
$25K Sell
679
-116
-15% -$4.27K 0.01% 207
2020
Q3
$27K Buy
795
+79
+11% +$2.68K 0.01% 199
2020
Q2
$20K Buy
716
+37
+5% +$1.03K 0.01% 222
2020
Q1
$13K Sell
679
-1,985
-75% -$38K ﹤0.01% 253
2019
Q4
$69K Hold
2,664
0.02% 140
2019
Q3
$70K Hold
2,664
0.02% 144
2019
Q2
$69K Buy
+2,664
New +$69K 0.03% 153