Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,450
Closed -$83.2K 919
2023
Q2
$83.2K Hold
1,450
﹤0.01% 346
2023
Q1
$72.1K Hold
1,450
﹤0.01% 359
2022
Q4
$67.7K Hold
1,450
﹤0.01% 358
2022
Q3
$68K Hold
1,450
﹤0.01% 347
2022
Q2
$73K Hold
1,450
﹤0.01% 350
2022
Q1
$74K Hold
1,450
﹤0.01% 371
2021
Q4
$102K Hold
1,450
﹤0.01% 330
2021
Q3
$81K Hold
1,450
﹤0.01% 438
2021
Q2
$85K Sell
1,450
-21
-1% -$1.23K ﹤0.01% 432
2021
Q1
$88K Hold
1,471
﹤0.01% 412
2020
Q4
$81K Hold
1,471
﹤0.01% 408
2020
Q3
$81K Hold
1,471
﹤0.01% 366
2020
Q2
$72K Buy
1,471
+21
+1% +$1.03K ﹤0.01% 337
2020
Q1
$50K Buy
+1,450
New +$50K ﹤0.01% 388
2018
Q3
Sell
-1,450
Closed -$54K 568
2018
Q2
$54K Buy
+1,450
New +$54K ﹤0.01% 402