Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$25K Sell
63
-17
-21% -$6.75K 0.01% 333
2023
Q2
$27K Sell
80
-22
-22% -$7.43K 0.01% 336
2023
Q1
$28K Hold
102
0.01% 326
2022
Q4
$21K Hold
102
0.01% 346
2022
Q3
$19K Hold
102
0.01% 338
2022
Q2
$19K Hold
102
0.01% 337
2022
Q1
$25K Buy
102
+16
+19% +$3.92K 0.01% 337
2021
Q4
$29K Buy
+86
New +$29K 0.01% 344
2021
Q3
Sell
-86
Closed -$18K 494
2021
Q2
$18K Sell
86
-10
-10% -$2.09K 0.01% 363
2021
Q1
$22K Buy
+96
New +$22K 0.01% 353