Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,285
Closed -$55.7K 499
2023
Q1
$55.7K Hold
1,285
﹤0.01% 384
2022
Q4
$57.9K Sell
1,285
-1,054
-45% -$47.5K ﹤0.01% 382
2022
Q3
$94K Sell
2,339
-1,366
-37% -$54.9K 0.01% 376
2022
Q2
$191K Hold
3,705
0.01% 376
2022
Q1
$229K Buy
3,705
+1,401
+61% +$86.6K 0.01% 337
2021
Q4
$118K Buy
+2,304
New +$118K 0.01% 390