Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,262
Closed -$41K 467
2023
Q1
$41K Buy
5,262
+1,000
+23% +$7.79K 0.01% 262
2022
Q4
$25K Hold
4,262
0.01% 273
2022
Q3
$34K Buy
4,262
+705
+20% +$5.62K 0.01% 260
2022
Q2
$21K Hold
3,557
0.01% 293
2022
Q1
$46K Buy
3,557
+1,943
+120% +$25.1K 0.01% 275
2021
Q4
$20K Buy
1,614
+530
+49% +$6.57K 0.01% 321
2021
Q3
$8K Buy
+1,084
New +$8K ﹤0.01% 373