Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-100
Closed -$7K 484
2023
Q1
$7K Sell
100
-1
-1% -$70 ﹤0.01% 332
2022
Q4
$6K Sell
101
-200
-66% -$11.9K ﹤0.01% 358
2022
Q3
$22K Hold
301
﹤0.01% 244
2022
Q2
$32K Hold
301
0.01% 226
2022
Q1
$35K Buy
301
+100
+50% +$11.6K 0.01% 236
2021
Q4
$37K Hold
201
0.01% 246
2021
Q3
$53K Hold
201
0.01% 162
2021
Q2
$78K Buy
201
+99
+97% +$38.4K 0.01% 140
2021
Q1
$33K Buy
102
+2
+2% +$647 0.01% 197
2020
Q4
$34K Hold
100
0.01% 185
2020
Q3
$47K Buy
100
+50
+100% +$23.5K 0.01% 147
2020
Q2
$13K Buy
50
+25
+100% +$6.5K ﹤0.01% 225
2020
Q1
$4K Buy
+25
New +$4K ﹤0.01% 261