Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$46K Sell
1,200
-4
-0.3% -$153 0.01% 263
2023
Q2
$42K Buy
1,204
+133
+12% +$4.64K 0.01% 283
2023
Q1
$41K Buy
1,071
+844
+372% +$32.3K 0.01% 279
2022
Q4
$8K Hold
227
﹤0.01% 388
2022
Q3
$6K Hold
227
﹤0.01% 396
2022
Q2
$6K Hold
227
﹤0.01% 391
2022
Q1
$7K Sell
227
-51
-18% -$1.57K ﹤0.01% 437
2021
Q4
$7K Buy
+278
New +$7K ﹤0.01% 462
2021
Q3
Sell
-782
Closed -$21K 219
2021
Q2
$21K Sell
782
-2
-0.3% -$54 0.01% 340
2021
Q1
$19K Buy
+784
New +$19K 0.01% 365