Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5
Closed -$49 817
2023
Q2
$49 Hold
5
﹤0.01% 764
2023
Q1
$53 Hold
5
﹤0.01% 797
2022
Q4
$49 Sell
5
-1,420
-100% -$13.9K ﹤0.01% 703
2022
Q3
$22K Hold
1,425
﹤0.01% 363
2022
Q2
$31K Hold
1,425
0.01% 329
2022
Q1
$30K Sell
1,425
-274
-16% -$5.77K ﹤0.01% 337
2021
Q4
$54K Hold
1,699
0.01% 293
2021
Q3
$61K Hold
1,699
0.01% 286
2021
Q2
$90K Buy
1,699
+250
+17% +$13.2K 0.01% 231
2021
Q1
$56K Hold
1,449
0.01% 287
2020
Q4
$71K Buy
1,449
+430
+42% +$21.1K 0.01% 237
2020
Q3
$22K Buy
+1,019
New +$22K ﹤0.01% 302