Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-200
Closed -$538 190
2022
Q4
$538 Hold
200
﹤0.01% 155
2022
Q3
$1K Buy
+200
New +$1K ﹤0.01% 188
2022
Q2
Sell
-800
Closed -$7K 218
2022
Q1
$7K Buy
+800
New +$7K 0.01% 117
2021
Q4
Sell
-50
Closed -$1K 220
2021
Q3
$1K Sell
50
-100
-67% -$2K ﹤0.01% 183
2021
Q2
$3K Buy
150
+50
+50% +$1K ﹤0.01% 695
2021
Q1
$2K Sell
100
-100
-50% -$2K ﹤0.01% 780
2020
Q4
$2K Buy
+200
New +$2K ﹤0.01% 749
2020
Q3
Sell
-300
Closed -$2K 873
2020
Q2
$2K Buy
+300
New +$2K ﹤0.01% 673