Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,900
Closed -$24K 193
2023
Q1
$24K Sell
1,900
-1,225
-39% -$15.5K 0.02% 159
2022
Q4
$36K Hold
3,125
0.03% 152
2022
Q3
$35K Sell
3,125
-600
-16% -$6.72K 0.03% 144
2022
Q2
$41K Hold
3,725
0.03% 147
2022
Q1
$63K Hold
3,725
0.04% 127
2021
Q4
$77K Hold
3,725
0.04% 109
2021
Q3
$53K Hold
3,725
0.03% 131
2021
Q2
$55K Buy
+3,725
New +$55K 0.03% 135