Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-250
Closed -$19K 535
2022
Q4
$19K Hold
250
0.01% 211
2022
Q3
$20K Sell
250
-34
-12% -$2.72K 0.01% 210
2022
Q2
$32K Buy
284
+34
+14% +$3.83K 0.01% 170
2022
Q1
$27K Hold
250
0.01% 165
2021
Q4
$30K Hold
250
0.01% 155
2021
Q3
$37K Hold
250
0.01% 146
2021
Q2
$57K Hold
250
0.02% 121
2021
Q1
$57K Sell
250
-5
-2% -$1.14K 0.02% 114
2020
Q4
$59K Hold
255
0.02% 111
2020
Q3
$75K Hold
255
0.03% 72
2020
Q2
$55K Hold
255
0.02% 82
2020
Q1
$50K Buy
+255
New +$50K 0.02% 83