Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-175
Closed -$20K 586
2023
Q2
$20K Buy
175
+5
+3% +$571 0.01% 328
2023
Q1
$19K Buy
+170
New +$19K 0.01% 320
2022
Q3
Sell
-83
Closed -$12K 536
2022
Q2
$12K Buy
83
+76
+1,086% +$11K 0.01% 345
2022
Q1
$2K Hold
7
﹤0.01% 504
2021
Q4
$3K Buy
+7
New +$3K ﹤0.01% 492