Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$4.44K Sell
150
-100
-40% -$2.96K ﹤0.01% 781
2023
Q1
$7.73K Sell
250
-150
-38% -$4.64K ﹤0.01% 749
2022
Q4
$13.9K Sell
400
-300
-43% -$10.4K ﹤0.01% 633
2022
Q3
$17K Hold
700
﹤0.01% 603
2022
Q2
$17K Hold
700
﹤0.01% 587
2022
Q1
$20K Sell
700
-800
-53% -$22.9K ﹤0.01% 594
2021
Q4
$37K Hold
1,500
﹤0.01% 500
2021
Q3
$24K Sell
1,500
-150
-9% -$2.4K ﹤0.01% 573
2021
Q2
$29K Buy
1,650
+25
+2% +$439 ﹤0.01% 546
2021
Q1
$38K Buy
+1,625
New +$38K ﹤0.01% 492