Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4
Closed -$2K 216
2022
Q4
$2K Buy
4
+1
+33% +$500 ﹤0.01% 497
2022
Q3
$1K Hold
3
﹤0.01% 572
2022
Q2
$1K Buy
3
+1
+50% +$333 ﹤0.01% 641
2022
Q1
$1K Hold
2
﹤0.01% 738
2021
Q4
$2K Sell
2
-1
-33% -$1K ﹤0.01% 647
2021
Q3
$2K Hold
3
﹤0.01% 438
2021
Q2
$2K Hold
3
﹤0.01% 424
2021
Q1
$2K Buy
+3
New +$2K ﹤0.01% 394