Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-599
Closed -$3.13K 892
2022
Q4
$3.13K Buy
599
+152
+34% +$793 ﹤0.01% 613
2022
Q3
$3K Hold
447
﹤0.01% 625
2022
Q2
$5K Buy
+447
New +$5K ﹤0.01% 558
2022
Q1
Sell
-18
Closed 875
2021
Q4
$0 Sell
18
-82
-82% ﹤0.01% 931
2021
Q3
$1K Sell
100
-272
-73% -$2.72K ﹤0.01% 674
2021
Q2
$5K Buy
+372
New +$5K ﹤0.01% 464
2020
Q4
Sell
-43
Closed 511
2020
Q3
$0 Buy
+43
New ﹤0.01% 549
2018
Q3
Sell
-52
Closed -$1K 596
2018
Q2
$1K Buy
+52
New +$1K ﹤0.01% 755