Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$44K Sell
447
-56
-11% -$5.51K 0.01% 270
2023
Q2
$51K Hold
503
0.01% 265
2023
Q1
$56K Sell
503
-39
-7% -$4.34K 0.02% 248
2022
Q4
$50K Hold
542
0.02% 255
2022
Q3
$42K Buy
542
+132
+32% +$10.2K 0.02% 264
2022
Q2
$37K Buy
410
+18
+5% +$1.62K 0.01% 274
2022
Q1
$47K Sell
392
-567
-59% -$68K 0.01% 278
2021
Q4
$158K Buy
+959
New +$158K 0.05% 201