Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,280
Closed -$56.3K 136
2022
Q4
$56.3K Sell
1,280
-160
-11% -$7.03K 0.02% 170
2022
Q3
$60K Sell
1,440
-110
-7% -$4.58K 0.02% 141
2022
Q2
$76K Sell
1,550
-570
-27% -$27.9K 0.02% 174
2022
Q1
$118K Hold
2,120
0.03% 144
2021
Q4
$110K Hold
2,120
0.03% 158
2021
Q3
$106K Hold
2,120
0.03% 157
2021
Q2
$105K Hold
2,120
0.03% 158
2021
Q1
$96K Buy
2,120
+210
+11% +$9.51K 0.03% 169
2020
Q4
$82K Sell
1,910
-300
-14% -$12.9K 0.03% 178
2020
Q3
$92K Buy
2,210
+310
+16% +$12.9K 0.03% 167
2020
Q2
$79K Hold
1,900
0.03% 174
2020
Q1
$78K Buy
+1,900
New +$78K 0.04% 150