Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-27
Closed -$1K 272
2022
Q4
$1K Sell
27
-16
-37% -$593 ﹤0.01% 582
2022
Q3
$1K Hold
43
﹤0.01% 589
2022
Q2
$1K Hold
43
﹤0.01% 656
2022
Q1
$1K Sell
43
-26
-38% -$605 ﹤0.01% 749
2021
Q4
$3K Sell
69
-4
-5% -$174 ﹤0.01% 581
2021
Q3
$3K Buy
73
+14
+24% +$575 ﹤0.01% 427
2021
Q2
$3K Buy
59
+12
+26% +$610 ﹤0.01% 411
2021
Q1
$2K Buy
+47
New +$2K ﹤0.01% 397