Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
1948
2022
Q4
Sell
-480
Closed -$30K 2018
2022
Q3
$30K Buy
+480
New +$30K ﹤0.01% 1320
2022
Q2
Hold
0
2648
2022
Q1
Hold
0
2505
2021
Q4
Hold
0
2453