Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-480
Closed -$23.4K 2539
2023
Q1
$23.4K Sell
480
-166
-26% -$8.08K ﹤0.01% 1558
2022
Q4
$27K Buy
646
+160
+33% +$6.69K ﹤0.01% 1250
2022
Q3
$21K Hold
486
﹤0.01% 1321
2022
Q2
$26K Buy
+486
New +$26K ﹤0.01% 1565
2022
Q1
Sell
-1,500
Closed -$203K 2861
2021
Q4
$203K Hold
1,500
﹤0.01% 1083
2021
Q3
$153K Hold
1,500
﹤0.01% 1023
2021
Q2
$153K Hold
1,500
﹤0.01% 1038
2021
Q1
$137K Buy
+1,500
New +$137K ﹤0.01% 1242