Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-280
Closed -$1K 322
2022
Q4
$1K Buy
280
+125
+81% +$446 ﹤0.01% 304
2022
Q3
$1K Sell
155
-80
-34% -$516 ﹤0.01% 314
2022
Q2
$1K Hold
235
﹤0.01% 315
2022
Q1
$3K Hold
235
﹤0.01% 306
2021
Q4
$4K Hold
235
﹤0.01% 307
2021
Q3
$7K Sell
235
-130
-36% -$3.87K ﹤0.01% 288
2021
Q2
$18K Buy
+365
New +$18K 0.01% 263