Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-315
Closed -$23.5K 190
2022
Q4
$23.5K Hold
315
0.02% 126
2022
Q3
$22K Sell
315
-152
-33% -$10.6K 0.02% 129
2022
Q2
$38K Hold
467
0.03% 116
2022
Q1
$49K Hold
467
0.03% 120
2021
Q4
$56K Hold
467
0.04% 88
2021
Q3
$52K Buy
467
+315
+207% +$35.1K 0.04% 86
2021
Q2
$18K Buy
+152
New +$18K 0.02% 85
2021
Q1
Sell
-71
Closed -$7K 138
2020
Q4
$7K Buy
+71
New +$7K 0.01% 90