Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3
Closed -$1K 399
2023
Q3
$1K Buy
+3
New +$1K ﹤0.01% 372
2023
Q2
Sell
-226
Closed -$77K 387
2023
Q1
$77K Sell
226
-123
-35% -$41.9K 0.01% 316
2022
Q4
$106K Buy
349
+119
+52% +$36.1K 0.01% 289
2022
Q3
$73K Hold
230
0.01% 317
2022
Q2
$81K Hold
230
0.01% 334
2022
Q1
$97K Buy
230
+98
+74% +$41.3K ﹤0.01% 306
2021
Q4
$75K Hold
132
﹤0.01% 302
2021
Q3
$57K Hold
132
﹤0.01% 343
2021
Q2
$61K Hold
132
﹤0.01% 321
2021
Q1
$46K Hold
132
﹤0.01% 350
2020
Q4
$49K Hold
132
﹤0.01% 331
2020
Q3
$44K Buy
+132
New +$44K ﹤0.01% 310