Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-25
Closed -$7K 205
2022
Q4
$7K Hold
25
﹤0.01% 373
2022
Q3
$6K Sell
25
-525
-95% -$126K ﹤0.01% 401
2022
Q2
$134K Sell
550
-10
-2% -$2.44K 0.02% 242
2022
Q1
$135K Sell
560
-118
-17% -$28.4K 0.02% 248
2021
Q4
$153K Buy
678
+45
+7% +$10.2K 0.02% 257
2021
Q3
$135K Hold
633
0.02% 240
2021
Q2
$154K Hold
633
0.03% 205
2021
Q1
$157K Buy
+633
New +$157K 0.03% 199