Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-27
Closed -$2K 333
2022
Q4
$2K Hold
27
﹤0.01% 516
2022
Q3
$2K Buy
27
+4
+17% +$296 ﹤0.01% 516
2022
Q2
$2K Hold
23
﹤0.01% 585
2022
Q1
$2K Sell
23
-11
-32% -$957 ﹤0.01% 661
2021
Q4
$3K Sell
34
-6
-15% -$529 ﹤0.01% 594
2021
Q3
$3K Hold
40
﹤0.01% 428
2021
Q2
$4K Sell
40
-8
-17% -$800 ﹤0.01% 407
2021
Q1
$4K Buy
+48
New +$4K ﹤0.01% 380