Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-44
Closed -$14K 394
2022
Q4
$14K Hold
44
﹤0.01% 332
2022
Q3
$12K Sell
44
-15
-25% -$4.09K ﹤0.01% 356
2022
Q2
$17K Sell
59
-15
-20% -$4.32K ﹤0.01% 408
2022
Q1
$24K Buy
74
+19
+35% +$6.16K ﹤0.01% 398
2021
Q4
$19K Buy
55
+50
+1,000% +$17.3K ﹤0.01% 419
2021
Q3
$1K Hold
5
﹤0.01% 468
2021
Q2
$1K Hold
5
﹤0.01% 452
2021
Q1
$1K Buy
+5
New +$1K ﹤0.01% 419