Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-263
Closed -$70.3K 812
2022
Q4
$70.3K Sell
263
-27
-9% -$7.21K 0.01% 383
2022
Q3
$71K Hold
290
0.02% 328
2022
Q2
$62K Buy
290
+72
+33% +$15.4K 0.01% 356
2022
Q1
$71K Buy
218
+178
+445% +$58K 0.01% 347
2021
Q4
$21K Hold
40
﹤0.01% 499
2021
Q3
$27K Hold
40
0.01% 448
2021
Q2
$27K Hold
40
0.01% 449
2021
Q1
$24K Hold
40
0.01% 430
2020
Q4
$18K Hold
40
0.01% 444
2020
Q3
$15K Hold
40
﹤0.01% 428
2020
Q2
$10K Buy
+40
New +$10K ﹤0.01% 450