Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-80
Closed -$1K 509
2022
Q4
$1K Buy
80
+20
+33% +$250 ﹤0.01% 615
2022
Q3
$1K Sell
60
-10
-14% -$167 ﹤0.01% 629
2022
Q2
$1K Sell
70
-15
-18% -$214 ﹤0.01% 692
2022
Q1
$2K Sell
85
-70
-45% -$1.65K ﹤0.01% 697
2021
Q4
$4K Sell
155
-30
-16% -$774 ﹤0.01% 560
2021
Q3
$4K Buy
185
+15
+9% +$324 ﹤0.01% 424
2021
Q2
$3K Buy
170
+20
+13% +$353 ﹤0.01% 414
2021
Q1
$3K Buy
+150
New +$3K ﹤0.01% 385