Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,000
Closed -$52.5K 434
2023
Q2
$52.5K Sell
7,000
-4,750
-40% -$35.6K ﹤0.01% 391
2023
Q1
$48K Hold
11,750
﹤0.01% 350
2022
Q4
$53.9K Hold
11,750
﹤0.01% 382
2022
Q3
$115K Hold
11,750
0.01% 374
2022
Q2
$123K Hold
11,750
0.01% 376
2022
Q1
$496K Hold
11,750
0.03% 279
2021
Q4
$494K Hold
11,750
0.03% 248
2021
Q3
$974K Buy
+11,750
New +$974K 0.06% 163