Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-770
Closed -$20K 366
2022
Q4
$20K Hold
770
﹤0.01% 308
2022
Q3
$20K Sell
770
-3,277
-81% -$85.1K ﹤0.01% 322
2022
Q2
$151K Buy
4,047
+15
+0.4% +$560 0.03% 225
2022
Q1
$200K Sell
4,032
-2,486
-38% -$123K 0.03% 211
2021
Q4
$336K Buy
6,518
+155
+2% +$7.99K 0.05% 170
2021
Q3
$339K Hold
6,363
0.06% 152
2021
Q2
$357K Hold
6,363
0.07% 140
2021
Q1
$407K Buy
+6,363
New +$407K 0.08% 132