Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-44
Closed -$10K 243
2022
Q4
$10K Hold
44
﹤0.01% 355
2022
Q3
$8K Sell
44
-8
-15% -$1.46K ﹤0.01% 378
2022
Q2
$10K Sell
52
-12
-19% -$2.31K ﹤0.01% 437
2022
Q1
$14K Buy
64
+9
+16% +$1.97K ﹤0.01% 436
2021
Q4
$11K Buy
+55
New +$11K ﹤0.01% 468