Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-700
Closed -$6.78K 355
2023
Q2
$6.78K Buy
+700
New +$6.78K ﹤0.01% 226
2023
Q1
Sell
-13
Closed -$127 354
2022
Q4
$127 Sell
13
-15
-54% -$147 ﹤0.01% 286
2022
Q3
$0 Hold
28
﹤0.01% 307
2022
Q2
$1K Hold
28
﹤0.01% 257
2022
Q1
$1K Hold
28
﹤0.01% 226
2021
Q4
$1K Sell
28
-70
-71% -$2.5K ﹤0.01% 214
2021
Q3
$3K Hold
98
﹤0.01% 198
2021
Q2
$5K Sell
98
-8,600
-99% -$439K ﹤0.01% 191
2021
Q1
$339K Buy
+8,698
New +$339K 0.11% 49