Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-220
Closed -$68.3K 111
2022
Q4
$68.3K Hold
220
0.05% 91
2022
Q3
$73K Hold
220
0.06% 91
2022
Q2
$62K Sell
220
-25
-10% -$7.05K 0.05% 84
2022
Q1
$85K Hold
245
0.05% 95
2021
Q4
$102K Hold
245
0.05% 95
2021
Q3
$121K Hold
245
0.07% 88
2021
Q2
$89K Hold
245
0.05% 95
2021
Q1
$91K Hold
245
0.06% 92
2020
Q4
$111K Buy
+245
New +$111K 0.07% 82