Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-248
Closed -$13K 254
2022
Q4
$13K Sell
248
-123
-33% -$6.45K ﹤0.01% 335
2022
Q3
$15K Hold
371
﹤0.01% 335
2022
Q2
$17K Buy
371
+84
+29% +$3.85K ﹤0.01% 406
2022
Q1
$17K Hold
287
﹤0.01% 423
2021
Q4
$22K Hold
287
﹤0.01% 402
2021
Q3
$15K Hold
287
﹤0.01% 372
2021
Q2
$16K Hold
287
﹤0.01% 350
2021
Q1
$16K Buy
+287
New +$16K ﹤0.01% 325