Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$97K Sell
4,100
-150
-4% -$3.55K ﹤0.01% 583
2023
Q3
$103K Buy
4,250
+400
+10% +$9.69K ﹤0.01% 535
2023
Q2
$64K Buy
3,850
+3,070
+394% +$51K ﹤0.01% 625
2023
Q1
$12K Hold
780
﹤0.01% 798
2022
Q4
$14K Sell
780
-340
-30% -$6.1K ﹤0.01% 784
2022
Q3
$37K Buy
1,120
+140
+14% +$4.63K ﹤0.01% 612
2022
Q2
$25K Buy
980
+500
+104% +$12.8K ﹤0.01% 692
2022
Q1
$24K Buy
+480
New +$24K ﹤0.01% 707