Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-409
Closed -$38K 412
2023
Q1
$38K Buy
+409
New +$38K ﹤0.01% 154
2022
Q1
Sell
-203
Closed -$24K 744
2021
Q4
$24K Sell
203
-676
-77% -$79.9K ﹤0.01% 167
2021
Q3
$98K Hold
879
0.01% 120
2021
Q2
$106K Hold
879
0.01% 155
2021
Q1
$104K Buy
+879
New +$104K 0.01% 112