Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-81
Closed -$15K 512
2022
Q4
$15K Sell
81
-7
-8% -$1.3K ﹤0.01% 324
2022
Q3
$15K Hold
88
﹤0.01% 340
2022
Q2
$18K Hold
88
﹤0.01% 403
2022
Q1
$21K Hold
88
﹤0.01% 410
2021
Q4
$21K Hold
88
﹤0.01% 409
2021
Q3
$18K Hold
88
﹤0.01% 360
2021
Q2
$18K Hold
88
﹤0.01% 342
2021
Q1
$17K Buy
+88
New +$17K ﹤0.01% 322