Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,250
Closed -$20K 324
2022
Q4
$20K Sell
1,250
-333
-21% -$5.33K ﹤0.01% 307
2022
Q3
$20K Hold
1,583
﹤0.01% 321
2022
Q2
$17K Hold
1,583
﹤0.01% 407
2022
Q1
$22K Hold
1,583
﹤0.01% 405
2021
Q4
$22K Hold
1,583
﹤0.01% 403
2021
Q3
$21K Hold
1,583
﹤0.01% 344
2021
Q2
$21K Hold
1,583
﹤0.01% 329
2021
Q1
$22K Buy
+1,583
New +$22K ﹤0.01% 308