Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-566
Closed -$44K 511
2022
Q4
$44K Hold
566
0.01% 265
2022
Q3
$42K Hold
566
0.01% 272
2022
Q2
$43K Sell
566
-40
-7% -$3.04K 0.01% 339
2022
Q1
$51K Hold
606
0.01% 342
2021
Q4
$40K Buy
+606
New +$40K 0.01% 359