Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-72
Closed -$14K 358
2022
Q4
$14K Buy
72
+27
+60% +$5.25K ﹤0.01% 331
2022
Q3
$8K Buy
45
+33
+275% +$5.87K ﹤0.01% 381
2022
Q2
$3K Buy
12
+1
+9% +$250 ﹤0.01% 533
2022
Q1
$3K Buy
11
+5
+83% +$1.36K ﹤0.01% 597
2021
Q4
$2K Hold
6
﹤0.01% 684
2021
Q3
$2K Hold
6
﹤0.01% 441
2021
Q2
$1K Hold
6
﹤0.01% 451
2021
Q1
$1K Buy
+6
New +$1K ﹤0.01% 418