Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-109
Closed -$10K 214
2022
Q4
$10K Buy
109
+2
+2% +$183 ﹤0.01% 353
2022
Q3
$8K Sell
107
-7
-6% -$523 ﹤0.01% 376
2022
Q2
$10K Sell
114
-61
-35% -$5.35K ﹤0.01% 435
2022
Q1
$21K Sell
175
-993
-85% -$119K ﹤0.01% 409
2021
Q4
$193K Buy
1,168
+97
+9% +$16K 0.03% 230
2021
Q3
$160K Sell
1,071
-20
-2% -$2.99K 0.03% 220
2021
Q2
$172K Sell
1,091
-26
-2% -$4.1K 0.03% 188
2021
Q1
$154K Buy
+1,117
New +$154K 0.03% 202