Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$13K Sell
41
-5
-11% -$1.59K ﹤0.01% 313
2023
Q2
$15K Sell
46
-1
-2% -$326 ﹤0.01% 282
2023
Q1
$14K Buy
47
+13
+38% +$3.87K ﹤0.01% 158
2022
Q4
$10K Buy
+34
New +$10K 0.01% 145
2022
Q3
Sell
-21
Closed -$5K 124
2022
Q2
$5K Buy
21
+6
+40% +$1.43K ﹤0.01% 320
2022
Q1
$4K Hold
15
﹤0.01% 248
2021
Q4
$4K Buy
+15
New +$4K ﹤0.01% 189