Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-24,362
Closed -$72K 840
2023
Q1
$72K Hold
24,362
﹤0.01% 781
2022
Q4
$89K Sell
24,362
-1,071
-4% -$3.91K ﹤0.01% 719
2022
Q3
$92K Buy
25,433
+500
+2% +$1.81K 0.01% 682
2022
Q2
$132K Buy
24,933
+250
+1% +$1.32K 0.01% 693
2022
Q1
$136K Hold
24,683
0.01% 715
2021
Q4
$168K Hold
24,683
0.01% 728
2021
Q3
$150K Hold
24,683
0.01% 674
2021
Q2
$146K Hold
24,683
0.01% 656
2021
Q1
$148K Hold
24,683
0.01% 546
2020
Q4
$171K Buy
+24,683
New +$171K 0.01% 494