Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$2K Sell
190
-2,000
-91% -$21.1K ﹤0.01% 1147
2023
Q3
$24K Hold
2,190
﹤0.01% 780
2023
Q2
$27K Buy
+2,190
New +$27K ﹤0.01% 765
2021
Q4
Sell
-200
Closed -$2K 493
2021
Q3
$2K Sell
200
-600
-75% -$6K ﹤0.01% 859
2021
Q2
$7K Buy
800
+600
+300% +$5.25K ﹤0.01% 723
2021
Q1
$2K Buy
+200
New +$2K ﹤0.01% 868