Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-137
Closed -$26K 221
2022
Q4
$26K Buy
137
+8
+6% +$1.52K ﹤0.01% 295
2022
Q3
$16K Sell
129
-416
-76% -$51.6K ﹤0.01% 331
2022
Q2
$75K Sell
545
-40
-7% -$5.51K 0.01% 292
2022
Q1
$112K Hold
585
0.02% 271
2021
Q4
$118K Buy
585
+40
+7% +$8.07K 0.02% 283
2021
Q3
$120K Hold
545
0.02% 251
2021
Q2
$131K Hold
545
0.02% 223
2021
Q1
$139K Buy
+545
New +$139K 0.03% 216