Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,272
Closed -$11K 156
2022
Q4
$11K Hold
1,272
﹤0.01% 159
2022
Q3
$12K Hold
1,272
﹤0.01% 164
2022
Q2
$21K Hold
1,272
0.01% 173
2022
Q1
$57K Hold
1,272
0.01% 175
2021
Q4
$66K Hold
1,272
0.01% 180
2021
Q3
$93K Hold
1,272
0.02% 177
2021
Q2
$159K Sell
1,272
-228
-15% -$28.5K 0.03% 163
2021
Q1
$128K Buy
+1,500
New +$128K 0.03% 172