Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,767
Closed -$23.5K 2647
2023
Q1
$23.5K Hold
4,767
﹤0.01% 2560
2022
Q4
$31.2K Hold
4,767
﹤0.01% 2539
2022
Q3
$39K Hold
4,767
﹤0.01% 2580
2022
Q2
$34K Buy
+4,767
New +$34K ﹤0.01% 2603
2019
Q4
Sell
-3,897
Closed -$64K 2448
2019
Q3
$64K Buy
+3,897
New +$64K ﹤0.01% 2375