Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$9K Sell
126
-4
-3% -$286 ﹤0.01% 409
2023
Q2
$10K Sell
130
-43
-25% -$3.31K ﹤0.01% 380
2023
Q1
$15K Buy
173
+83
+92% +$7.2K 0.01% 156
2022
Q4
$8K Buy
+90
New +$8K ﹤0.01% 165
2022
Q3
Sell
-77
Closed -$8K 834
2022
Q2
$8K Buy
+77
New +$8K 0.01% 275
2022
Q1
Sell
-7
Closed -$1K 337
2021
Q4
$1K Buy
+7
New +$1K ﹤0.01% 245