Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-30
Closed -$1.45K 836
2023
Q3
$1.45K Sell
30
-5
-14% -$241 ﹤0.01% 787
2023
Q2
$1.77K Buy
35
+1
+3% +$50 ﹤0.01% 796
2023
Q1
$1.54K Buy
34
+4
+13% +$181 ﹤0.01% 836
2022
Q4
$1.25K Buy
30
+1
+3% +$42 ﹤0.01% 876
2022
Q3
$1K Sell
29
-1
-3% -$34 ﹤0.01% 834
2022
Q2
$1K Sell
30
-11
-27% -$367 ﹤0.01% 839
2022
Q1
$2K Sell
41
-2
-5% -$98 ﹤0.01% 805
2021
Q4
$2K Buy
43
+2
+5% +$93 ﹤0.01% 808
2021
Q3
$2K Hold
41
﹤0.01% 938
2021
Q2
$2K Buy
41
+6
+17% +$293 ﹤0.01% 925
2021
Q1
$1K Buy
+35
New +$1K ﹤0.01% 941
2020
Q2
Sell
-16
Closed 883
2020
Q1
$0 Buy
+16
New ﹤0.01% 948
2018
Q3
Sell
-32
Closed -$1K 274
2018
Q2
$1K Buy
+32
New +$1K ﹤0.01% 846