Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-757
Closed -$56.4K 607
2022
Q4
$56.4K Hold
757
0.01% 281
2022
Q3
$52K Hold
757
0.01% 275
2022
Q2
$62K Sell
757
-93
-11% -$7.62K 0.01% 263
2022
Q1
$89K Buy
850
+150
+21% +$15.7K 0.02% 264
2021
Q4
$84K Hold
700
0.02% 246
2021
Q3
$78K Buy
+700
New +$78K 0.02% 237
2021
Q2
Sell
-700
Closed -$83K 482
2021
Q1
$83K Buy
700
+640
+1,067% +$75.9K 0.02% 215
2020
Q4
$7K Buy
+60
New +$7K ﹤0.01% 433