Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-44
Closed -$1.29K 853
2023
Q3
$1.29K Sell
44
-5
-10% -$146 ﹤0.01% 817
2023
Q2
$1.65K Sell
49
-1
-2% -$34 ﹤0.01% 803
2023
Q1
$1.58K Hold
50
﹤0.01% 833
2022
Q4
$1.3K Buy
50
+2
+4% +$52 ﹤0.01% 872
2022
Q3
$1K Sell
48
-1
-2% -$21 ﹤0.01% 850
2022
Q2
$1K Sell
49
-3
-6% -$61 ﹤0.01% 853
2022
Q1
$1K Buy
52
+8
+18% +$154 ﹤0.01% 878
2021
Q4
$2K Buy
44
+10
+29% +$455 ﹤0.01% 821
2021
Q3
$1K Buy
34
+2
+6% +$59 ﹤0.01% 1007
2021
Q2
$1K Sell
32
-13
-29% -$406 ﹤0.01% 990
2021
Q1
$2K Sell
45
-8
-15% -$356 ﹤0.01% 896
2020
Q4
$1K Sell
53
-5
-9% -$94 ﹤0.01% 929
2020
Q3
$1K Hold
58
﹤0.01% 913
2020
Q2
$1K Sell
58
-23
-28% -$397 ﹤0.01% 807
2020
Q1
$1K Buy
+81
New +$1K ﹤0.01% 880