Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-82
Closed -$9K 573
2022
Q4
$9K Sell
82
-23
-22% -$2.52K ﹤0.01% 365
2022
Q3
$9K Hold
105
﹤0.01% 375
2022
Q2
$8K Hold
105
﹤0.01% 457
2022
Q1
$9K Hold
105
﹤0.01% 488
2021
Q4
$13K Hold
105
﹤0.01% 456
2021
Q3
$13K Sell
105
-31
-23% -$3.84K ﹤0.01% 385
2021
Q2
$16K Sell
136
-36
-21% -$4.24K ﹤0.01% 353
2021
Q1
$18K Buy
+172
New +$18K ﹤0.01% 318