Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-80
Closed -$2K 3905
2022
Q4
$2K Buy
80
+30
+60% +$750 ﹤0.01% 4174
2022
Q3
$1K Hold
50
﹤0.01% 4587
2022
Q2
$1K Hold
50
﹤0.01% 4360
2022
Q1
$1K Hold
50
﹤0.01% 4360
2021
Q4
$3K Hold
50
﹤0.01% 2617
2021
Q3
$3K Buy
50
+30
+150% +$1.8K ﹤0.01% 2663
2021
Q2
$2K Hold
20
﹤0.01% 2724
2021
Q1
$2K Sell
20
-30
-60% -$3K ﹤0.01% 2649
2020
Q4
$8K Sell
50
-10
-17% -$1.6K ﹤0.01% 2147
2020
Q3
$6K Sell
60
-228
-79% -$22.8K ﹤0.01% 2093
2020
Q2
$34K Buy
288
+133
+86% +$15.7K ﹤0.01% 1368
2020
Q1
$10K Buy
+155
New +$10K ﹤0.01% 1756
2019
Q4
Sell
-220
Closed -$11K 3215
2019
Q3
$11K Buy
+220
New +$11K ﹤0.01% 2023