Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$7K Buy
+189
New +$7K ﹤0.01% 479
2023
Q2
Sell
-321
Closed -$12K 533
2023
Q1
$12K Hold
321
﹤0.01% 172
2022
Q4
$11K Buy
+321
New +$11K 0.01% 138
2022
Q3
Sell
-1,521
Closed -$43K 239
2022
Q2
$43K Buy
1,521
+90
+6% +$2.54K 0.04% 103
2022
Q1
$42K Hold
1,431
0.04% 95
2021
Q4
$38K Buy
+1,431
New +$38K 0.04% 88