Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-324
Closed -$23K 196
2022
Q4
$23K Hold
324
﹤0.01% 300
2022
Q3
$18K Sell
324
-25
-7% -$1.39K ﹤0.01% 326
2022
Q2
$19K Hold
349
﹤0.01% 398
2022
Q1
$22K Buy
349
+25
+8% +$1.58K ﹤0.01% 404
2021
Q4
$19K Hold
324
﹤0.01% 415
2021
Q3
$17K Hold
324
﹤0.01% 362
2021
Q2
$17K Hold
324
﹤0.01% 344
2021
Q1
$17K Buy
+324
New +$17K ﹤0.01% 319