Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-500
Closed -$20K 236
2021
Q4
$20K Hold
500
﹤0.01% 160
2021
Q3
$18K Sell
500
-50
-9% -$1.8K ﹤0.01% 169
2021
Q2
$28K Buy
550
+50
+10% +$2.55K ﹤0.01% 155
2021
Q1
$19K Buy
+500
New +$19K ﹤0.01% 146