Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-660
Closed -$25.9K 743
2023
Q2
$25.9K Sell
660
-2,050
-76% -$80.5K ﹤0.01% 492
2023
Q1
$93K Sell
2,710
-840
-24% -$28.8K ﹤0.01% 366
2022
Q4
$108K Hold
3,550
﹤0.01% 356
2022
Q3
$91K Hold
3,550
﹤0.01% 375
2022
Q2
$95K Hold
3,550
﹤0.01% 398
2022
Q1
$115K Sell
3,550
-438
-11% -$14.2K ﹤0.01% 405
2021
Q4
$152K Buy
+3,988
New +$152K ﹤0.01% 371