Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-868
Closed -$25K 542
2022
Q4
$25K Hold
868
﹤0.01% 297
2022
Q3
$28K Hold
868
0.01% 302
2022
Q2
$32K Hold
868
0.01% 367
2022
Q1
$86K Hold
868
0.01% 301
2021
Q4
$124K Buy
+868
New +$124K 0.02% 279