Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-250
Closed -$76.3K 215
2023
Q2
$76.3K Hold
250
0.07% 134
2023
Q1
$71.4K Hold
250
0.06% 133
2022
Q4
$61.1K Hold
250
0.05% 138
2022
Q3
$51K Sell
250
-750
-75% -$153K 0.05% 138
2022
Q2
$267K Hold
1,000
0.21% 95
2022
Q1
$267K Sell
1,000
-500
-33% -$134K 0.21% 95
2021
Q4
$401K Buy
+1,500
New +$401K 0.29% 76